-20.6%
BA vs MRNA
+9.0%
-29.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.8% | +7.3% | +0.9% |
| 7D | 0.0% | +9.8% | -9.8% | -0.5% |
| 30D | -8.9% | +11.5% | -20.4% | -9.6% |
| 3M | -25.5% | +319.4% | -344.9% | -34.7% |
| 6M | -27.0% | +361.5% | -388.5% | -37.3% |
| YTD | -20.1% | +750.6% | -770.7% | -37.6% |
| 1Y | -11.0% | +913.0% | -924.0% | -32.4% |
| 3Y | -11.8% | +258.1% | -269.9% | -26.3% |
| 5Y | -20.6% | +9.6% | -30.2% | -32.3% |
| All | -20.6% | +9.0% | -29.7% | -32.3% |
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 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