+923.6%
ASML vs MRNA
+1,122.7%
-199.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +5.8% | +0.4% | +5.8% |
| 7D | -0.8% | +21.8% | -22.7% | -2.1% |
| 30D | -14.9% | +19.6% | -34.4% | -16.0% |
| 3M | -13.0% | +354.6% | -367.6% | -26.3% |
| 6M | -4.7% | +394.9% | -399.6% | -20.8% |
| YTD | +42.3% | +812.2% | -769.9% | +9.1% |
| 1Y | +49.7% | +996.2% | -946.5% | +11.8% |
| 3Y | +144.3% | +287.0% | -142.7% | +98.3% |
| 5Y | +86.4% | +13.6% | +72.8% | +65.2% |
| All | +923.6% | +1,122.7% | -199.1% | +751.2% |
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