+1,170.2%
AMAT vs MRNA
+1,030.4%
+139.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.9% | +6.9% | +6.1% |
| 7D | +7.0% | -3.8% | +10.7% | +7.3% |
| 30D | -20.6% | +16.4% | -36.9% | -21.3% |
| 3M | -24.8% | +310.6% | -335.3% | -35.0% |
| 6M | -10.7% | +370.3% | -381.0% | -24.7% |
| YTD | +54.3% | +743.3% | -689.0% | +20.9% |
| 1Y | +73.7% | +841.7% | -767.9% | +34.2% |
| 3Y | +168.4% | +255.0% | -86.6% | +122.0% |
| 5Y | +167.6% | +10.1% | +157.4% | +137.0% |
| All | +1,170.2% | +1,030.4% | +139.8% | +1,011.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling