+479.4%
ASX vs MRNA
-68.5%
+547.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.4% | +6.9% | +3.8% |
| 7D | +11.1% | -10.1% | +21.2% | +11.8% |
| 30D | +9.6% | +126.7% | -117.1% | -3.2% |
| 3M | +18.6% | +184.1% | -165.5% | -0.3% |
| 6M | +92.1% | +143.3% | -51.2% | +65.3% |
| YTD | +158.5% | +359.9% | -201.4% | +95.6% |
| 1Y | +271.9% | +454.2% | -182.3% | +168.7% |
| 3Y | +465.2% | +26.0% | +439.3% | +400.9% |
| 5Y | +479.4% | -70.3% | +549.7% | +468.8% |
| All | +479.4% | -68.5% | +547.9% | +468.8% |
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