+1,359.7%
AMAT vs MRNA
+521.0%
+838.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.7% | -3.9% | -3.2% |
| 7D | +4.2% | -8.2% | +12.4% | +4.6% |
| 30D | -13.5% | +125.6% | -139.1% | -22.4% |
| 3M | -8.6% | +197.1% | -205.6% | -21.3% |
| 6M | +31.6% | +148.5% | -116.9% | +15.5% |
| YTD | +77.3% | +363.3% | -286.0% | +44.2% |
| 1Y | +179.4% | +462.0% | -282.6% | +121.1% |
| 3Y | +215.0% | +26.9% | +188.1% | +180.7% |
| 5Y | +245.8% | -69.6% | +315.4% | +225.0% |
| All | +1,359.7% | +521.0% | +838.7% | +1,224.9% |
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 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