+120.2%
AXP vs MRNA
+275.0%
-154.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.8% | -4.8% | +0.9% |
| 7D | -1.1% | +21.8% | -22.9% | -1.7% |
| 30D | +5.2% | +19.6% | -14.3% | +4.5% |
| 3M | -4.6% | +354.6% | -359.2% | -11.7% |
| 6M | +3.2% | +394.9% | -391.7% | -5.9% |
| YTD | -11.3% | +812.2% | -823.5% | -24.8% |
| 1Y | -11.0% | +996.2% | -1,007.2% | -26.2% |
| 3Y | +120.2% | +287.0% | -166.8% | +81.0% |
| All | +120.2% | +275.0% | -154.8% | +81.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling