+146.5%
ASX vs MRNA
+945.0%
-798.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +13.1% | -17.0% | -4.1% |
| 7D | -14.6% | +20.6% | -35.2% | -14.8% |
| 30D | -21.1% | +27.1% | -48.2% | -21.2% |
| 3M | -3.1% | +353.4% | -356.5% | -5.4% |
| 6M | +17.4% | +446.3% | -428.9% | +11.5% |
| YTD | +135.3% | +776.2% | -640.8% | +111.8% |
| 1Y | +146.5% | +987.9% | -841.4% | +114.0% |
| All | +146.5% | +945.0% | -798.5% | +114.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling