-45.4%
BA vs MRNA
+951.6%
-997.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -7.0% | +5.3% | -1.4% |
| 7D | -0.6% | -4.2% | +3.6% | -0.4% |
| 30D | -8.0% | +7.0% | -15.0% | -8.4% |
| 3M | -25.8% | +263.4% | -289.2% | -31.7% |
| 6M | -27.6% | +334.3% | -361.9% | -34.3% |
| YTD | -21.0% | +684.5% | -705.5% | -31.3% |
| 1Y | -12.3% | +766.2% | -778.4% | -24.3% |
| 3Y | -12.8% | +230.3% | -243.0% | -21.8% |
| 5Y | -22.4% | +0.1% | -22.4% | -29.3% |
| All | -45.4% | +951.6% | -997.0% | -49.5% |
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