+138.3%
ADI vs MRNA
-67.9%
+206.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +5.4% | -0.5% | +4.5% |
| 7D | +4.6% | -1.1% | +5.6% | +4.6% |
| 30D | -1.2% | +126.1% | -127.3% | -11.9% |
| 3M | -7.8% | +190.0% | -197.8% | -22.5% |
| 6M | +19.3% | +157.2% | -137.9% | +2.0% |
| YTD | +40.9% | +388.2% | -347.3% | +6.0% |
| 1Y | +54.5% | +467.0% | -412.5% | +11.8% |
| 3Y | +123.4% | +36.1% | +87.4% | +97.6% |
| All | +138.3% | -67.9% | +206.1% | +126.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling