+1,091.2%
AMAT vs MRNA
+915.3%
+175.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.4% | +0.7% | -2.5% |
| 7D | +11.4% | -12.1% | +23.5% | +12.2% |
| 30D | -17.0% | -1.3% | -15.8% | -17.0% |
| 3M | -30.6% | +250.9% | -281.5% | -39.3% |
| 6M | -14.9% | +343.0% | -358.0% | -28.2% |
| YTD | +44.7% | +657.4% | -612.8% | +14.1% |
| 1Y | +66.9% | +794.9% | -728.0% | +28.9% |
| 3Y | +153.3% | +218.1% | -64.8% | +110.9% |
| 5Y | +146.2% | -3.4% | +149.6% | +119.7% |
| All | +1,091.2% | +915.3% | +175.9% | +948.7% |
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