+311.3%
ARM vs MRNA
+29.2%
+282.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.6% | +7.3% | +4.0% |
| 7D | +11.4% | -9.0% | +20.4% | +12.0% |
| 30D | -7.4% | +137.2% | -144.6% | -18.2% |
| 3M | -24.5% | +194.8% | -219.3% | -37.3% |
| 6M | +128.7% | +167.2% | -38.5% | +93.7% |
| YTD | +139.3% | +375.9% | -236.6% | +76.1% |
| 1Y | +88.0% | +465.2% | -377.2% | +31.0% |
| All | +311.3% | +29.2% | +282.0% | +243.8% |
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