-39.8%
BABA vs MRNA
-3.2%
-36.5%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.4% | +3.5% | +0.2% |
| 7D | -13.8% | -12.1% | -1.6% | -13.1% |
| 30D | -15.1% | -1.3% | -13.8% | -15.2% |
| 3M | -22.7% | +250.9% | -273.7% | -32.7% |
| 6M | -34.7% | +343.0% | -377.7% | -46.1% |
| YTD | -35.0% | +657.4% | -692.5% | -52.2% |
| 1Y | -40.4% | +794.9% | -835.3% | -57.7% |
| 3Y | +21.9% | +218.1% | -196.2% | -3.5% |
| All | -39.8% | -3.2% | -36.5% | -46.5% |
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