+246.3%
ZETA vs MRNA
-35.2%
+281.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.6% | +1.8% | -1.5% |
| 7D | -2.4% | -9.0% | +6.6% | -1.6% |
| 30D | +15.6% | +137.2% | -121.6% | -2.6% |
| 3M | +41.5% | +194.8% | -153.3% | +13.3% |
| 6M | +63.4% | +167.2% | -103.8% | +32.7% |
| YTD | +51.3% | +375.9% | -324.6% | +7.8% |
| 1Y | +65.8% | +465.2% | -399.4% | +12.8% |
| 3Y | +279.2% | +30.4% | +248.8% | +220.0% |
| 5Y | +341.8% | -66.8% | +408.6% | +329.2% |
| All | +246.3% | -35.2% | +281.6% | +254.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling