+270.8%
ZETA vs MRNA
+34.8%
+236.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.4% | -6.6% | -1.5% |
| 7D | -3.7% | -1.1% | -2.6% | -3.7% |
| 30D | +5.7% | +126.1% | -120.4% | -2.5% |
| 3M | +50.4% | +190.0% | -139.6% | +33.3% |
| 6M | +65.5% | +157.2% | -91.8% | +48.7% |
| YTD | +48.3% | +388.2% | -339.9% | +20.9% |
| 1Y | +45.4% | +467.0% | -421.7% | +15.2% |
| 3Y | +270.8% | +36.1% | +234.7% | +192.4% |
| All | +270.8% | +34.8% | +236.0% | +192.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded MRNA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling