-24.1%
BABA vs MRNA
+554.4%
-578.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.4% | -4.7% | +0.4% |
| 7D | -3.5% | -1.1% | -2.4% | -3.4% |
| 30D | -12.7% | +126.1% | -138.8% | -20.3% |
| 3M | -3.0% | +190.0% | -193.0% | -14.2% |
| 6M | -19.1% | +157.2% | -176.3% | -27.8% |
| YTD | -24.7% | +388.2% | -412.9% | -37.4% |
| 1Y | -29.0% | +467.0% | -496.1% | -42.2% |
| 3Y | +30.9% | +36.1% | -5.1% | +18.3% |
| 5Y | -30.9% | -68.0% | +37.1% | -34.8% |
| All | -24.1% | +554.4% | -578.5% | -38.0% |
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