-34.3%
BA vs MRNA
+516.4%
-550.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.4% | +1.3% | -1.9% |
| 7D | -1.2% | -10.1% | +8.9% | -0.8% |
| 30D | -11.3% | +126.7% | -138.1% | -16.9% |
| 3M | -3.8% | +184.1% | -187.9% | -11.3% |
| 6M | -8.3% | +143.3% | -151.5% | -14.7% |
| YTD | -4.9% | +359.9% | -364.8% | -15.4% |
| 1Y | -10.1% | +454.2% | -464.3% | -21.2% |
| 3Y | -2.3% | +26.0% | -28.3% | -9.0% |
| 5Y | -3.5% | -70.3% | +66.7% | -10.1% |
| All | -34.3% | +516.4% | -550.7% | -37.9% |
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