+233.9%
AXP vs MRNA
+915.3%
-681.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.4% | +4.2% | +0.9% |
| 7D | -0.1% | -12.1% | +12.0% | +0.2% |
| 30D | +4.4% | -1.3% | +5.7% | +4.4% |
| 3M | -6.4% | +250.9% | -257.4% | -10.8% |
| 6M | +4.2% | +343.0% | -338.9% | -1.7% |
| YTD | -12.4% | +657.4% | -669.8% | -18.9% |
| 1Y | -11.1% | +794.9% | -806.0% | -18.2% |
| 3Y | +114.9% | +218.1% | -103.3% | +100.1% |
| 5Y | +87.4% | -3.4% | +90.8% | +72.9% |
| All | +233.9% | +915.3% | -681.4% | +236.0% |
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