+133.9%
ASML vs MRNA
+221.0%
-87.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.4% | +3.3% | 0.0% |
| 7D | +4.9% | -12.1% | +17.1% | +5.5% |
| 30D | -9.3% | -1.3% | -8.0% | -9.2% |
| 3M | -19.0% | +250.9% | -269.9% | -24.9% |
| 6M | -5.2% | +343.0% | -348.2% | -16.6% |
| YTD | +40.6% | +657.4% | -616.8% | +12.4% |
| 1Y | +47.5% | +794.9% | -747.4% | +14.3% |
| 3Y | +133.9% | +218.1% | -84.3% | +98.0% |
| All | +133.9% | +221.0% | -87.1% | +98.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling