+1,092.2%
ASML vs MRNA
+537.9%
+554.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.6% | +6.5% | +3.1% |
| 7D | +6.0% | -9.0% | +15.0% | +6.6% |
| 30D | +1.4% | +137.2% | -135.8% | -10.2% |
| 3M | +1.0% | +194.8% | -193.8% | -13.6% |
| 6M | +37.0% | +167.2% | -130.2% | +18.4% |
| YTD | +65.8% | +375.9% | -310.1% | +32.8% |
| 1Y | +123.1% | +465.2% | -342.1% | +73.9% |
| 3Y | +188.2% | +30.4% | +157.8% | +155.7% |
| 5Y | +115.6% | -66.8% | +182.4% | +104.7% |
| All | +1,092.2% | +537.9% | +554.3% | +936.4% |
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