+236.8%
AXP vs MRNA
+1,040.1%
-803.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.8% | +6.5% | -0.1% |
| 7D | -0.6% | +9.8% | -10.4% | -0.9% |
| 30D | +5.0% | +11.5% | -6.5% | +4.6% |
| 3M | -4.2% | +319.4% | -323.6% | -9.1% |
| 6M | +2.9% | +361.5% | -358.6% | -2.8% |
| YTD | -11.6% | +750.6% | -762.1% | -18.4% |
| 1Y | -11.1% | +913.0% | -924.1% | -18.4% |
| 3Y | +116.7% | +258.1% | -141.3% | +101.3% |
| 5Y | +89.6% | +9.6% | +80.1% | +74.6% |
| All | +236.8% | +1,040.1% | -803.3% | +238.1% |
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