+0.3%
AXP vs MRNA
+444.4%
-444.1%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.4% | +2.0% | -1.3% |
| 7D | -2.5% | -10.1% | +7.6% | -2.3% |
| 30D | -5.0% | +126.7% | -131.8% | -7.5% |
| 3M | +1.4% | +184.1% | -182.8% | -3.4% |
| 6M | +6.0% | +143.3% | -137.3% | +2.2% |
| YTD | -12.3% | +359.9% | -372.2% | -18.6% |
| 1Y | +0.3% | +454.2% | -453.9% | -8.3% |
| All | +0.3% | +444.4% | -444.1% | -8.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling