+145.4%
ASX vs MRNA
+755.5%
-610.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.4% | +1.4% | -2.0% |
| 7D | +12.4% | -12.1% | +24.5% | +12.6% |
| 30D | -19.8% | -1.3% | -18.5% | -19.7% |
| 3M | -10.3% | +250.9% | -261.3% | -10.8% |
| 6M | +1.2% | +343.0% | -341.8% | -3.1% |
| YTD | +123.0% | +657.4% | -534.4% | +98.4% |
| 1Y | +145.4% | +794.9% | -649.5% | +107.2% |
| All | +145.4% | +755.5% | -610.1% | +107.2% |
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