+118.0%
AXP vs MRNA
-67.6%
+185.7%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.6% | +3.6% | +0.1% |
| 7D | +0.6% | -9.0% | +9.6% | +1.0% |
| 30D | -4.3% | +137.2% | -141.5% | -11.1% |
| 3M | +4.7% | +194.8% | -190.1% | -5.1% |
| 6M | +9.0% | +167.2% | -158.2% | -0.6% |
| YTD | -11.1% | +375.9% | -387.0% | -23.7% |
| 1Y | +1.3% | +465.2% | -463.9% | -15.0% |
| 3Y | +114.5% | +30.4% | +84.1% | +96.0% |
| 5Y | +118.0% | -66.8% | +184.9% | +90.2% |
| All | +118.0% | -67.6% | +185.7% | +90.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling