-34.5%
BABA vs MRNA
+915.3%
-949.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.4% | +3.5% | +0.2% |
| 7D | -13.8% | -12.1% | -1.6% | -13.2% |
| 30D | -15.1% | -1.3% | -13.8% | -15.2% |
| 3M | -22.7% | +250.9% | -273.7% | -31.3% |
| 6M | -34.7% | +343.0% | -377.7% | -43.7% |
| YTD | -35.0% | +657.4% | -692.5% | -47.3% |
| 1Y | -40.4% | +794.9% | -835.3% | -52.6% |
| 3Y | +21.9% | +218.1% | -196.2% | +3.5% |
| 5Y | -39.9% | -3.4% | -36.5% | -45.6% |
| All | -34.5% | +915.3% | -949.8% | -47.8% |
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