+1,369.6%
ASX vs MRNA
+521.0%
+848.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.7% | -4.0% | -3.3% |
| 7D | +6.5% | -8.2% | +14.7% | +6.9% |
| 30D | +3.1% | +125.6% | -122.4% | -6.1% |
| 3M | +17.4% | +197.1% | -179.7% | +3.5% |
| 6M | +85.4% | +148.5% | -63.0% | +66.1% |
| YTD | +150.1% | +363.3% | -213.2% | +109.5% |
| 1Y | +256.3% | +462.0% | -205.7% | +191.3% |
| 3Y | +446.9% | +26.9% | +419.9% | +393.9% |
| 5Y | +447.1% | -69.6% | +516.7% | +408.8% |
| All | +1,369.6% | +521.0% | +848.6% | +1,248.0% |
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 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