+486.8%
ASX vs MRNA
-3.2%
+490.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.4% | +1.4% | -1.8% |
| 7D | +12.4% | -12.1% | +24.5% | +13.4% |
| 30D | -19.8% | -1.3% | -18.5% | -19.7% |
| 3M | -10.3% | +250.9% | -261.3% | -22.2% |
| 6M | +1.2% | +343.0% | -341.8% | -16.6% |
| YTD | +123.0% | +657.4% | -534.4% | +63.4% |
| 1Y | +145.4% | +794.9% | -649.5% | +73.5% |
| 3Y | +368.6% | +218.1% | +150.5% | +274.7% |
| All | +486.8% | -3.2% | +490.0% | +417.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling