-11.1%
AXP vs MRNA
+913.5%
-924.5%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.8% | +6.5% | -0.1% |
| 7D | -0.6% | +9.8% | -10.4% | -0.8% |
| 30D | +5.0% | +11.5% | -6.5% | +4.7% |
| 3M | -4.2% | +319.4% | -323.6% | -8.0% |
| 6M | +2.9% | +361.5% | -358.6% | -2.6% |
| YTD | -11.6% | +750.6% | -762.1% | -22.7% |
| 1Y | -11.1% | +913.0% | -924.1% | -25.3% |
| All | -11.1% | +913.5% | -924.5% | -25.3% |
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