+919.9%
ASML vs MRNA
+1,040.1%
-120.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.8% | +6.4% | +0.1% |
| 7D | -2.9% | +9.8% | -12.7% | -3.5% |
| 30D | -15.2% | +11.5% | -26.7% | -15.9% |
| 3M | -12.9% | +319.4% | -332.3% | -25.8% |
| 6M | -5.0% | +361.5% | -366.5% | -20.7% |
| YTD | +41.8% | +750.6% | -708.8% | +9.2% |
| 1Y | +46.0% | +913.0% | -867.0% | +9.7% |
| 3Y | +133.5% | +258.1% | -124.6% | +90.5% |
| 5Y | +93.0% | +9.6% | +83.4% | +71.5% |
| All | +919.9% | +1,040.1% | -120.2% | +751.9% |
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