-0.3%
BA vs MRNA
+30.4%
-30.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.6% | +2.9% | -0.6% |
| 7D | +2.5% | -9.0% | +11.5% | +2.8% |
| 30D | -10.1% | +137.2% | -147.3% | -16.2% |
| 3M | -2.4% | +194.8% | -197.2% | -12.2% |
| 6M | -8.8% | +167.2% | -176.0% | -17.2% |
| YTD | -2.9% | +375.9% | -378.8% | -19.1% |
| 1Y | -8.8% | +465.2% | -473.9% | -26.4% |
| 3Y | -0.3% | +30.4% | -30.6% | -7.3% |
| All | -0.3% | +30.4% | -30.6% | -7.3% |
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