+234.1%
AXP vs MRNA
+516.4%
-282.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.4% | +2.0% | -1.2% |
| 7D | -2.5% | -10.1% | +7.6% | -2.2% |
| 30D | -5.0% | +126.7% | -131.8% | -8.5% |
| 3M | +1.4% | +184.1% | -182.8% | -3.3% |
| 6M | +6.0% | +143.3% | -137.3% | +1.6% |
| YTD | -12.3% | +359.9% | -372.2% | -17.8% |
| 1Y | +0.3% | +454.2% | -453.9% | -6.7% |
| 3Y | +111.7% | +26.0% | +85.7% | +100.4% |
| 5Y | +114.5% | -70.3% | +184.8% | +96.6% |
| All | +234.1% | +516.4% | -282.3% | +240.6% |
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