+284.4%
B vs MRNA
+554.4%
-270.0%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.4% | -4.9% | +0.2% |
| 7D | -2.4% | -1.1% | -1.3% | -2.3% |
| 30D | +6.3% | +126.1% | -119.8% | -2.0% |
| 3M | +12.1% | +190.0% | -177.9% | +1.6% |
| 6M | -3.1% | +157.2% | -160.3% | -11.7% |
| YTD | +2.0% | +388.2% | -386.2% | -10.1% |
| 1Y | +51.7% | +467.0% | -415.4% | +32.6% |
| 3Y | +190.5% | +36.1% | +154.4% | +164.1% |
| 5Y | +158.0% | -68.0% | +225.9% | +142.7% |
| All | +284.4% | +554.4% | -270.0% | +218.2% |
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 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