-30.8%
BABA vs MRNA
-70.7%
+39.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.4% | +0.5% | -2.7% |
| 7D | -2.2% | -10.1% | +7.9% | -1.5% |
| 30D | -17.3% | +126.7% | -144.1% | -26.3% |
| 3M | -7.8% | +184.1% | -191.9% | -21.9% |
| 6M | -16.8% | +143.3% | -160.1% | -28.1% |
| YTD | -24.7% | +359.9% | -384.5% | -42.5% |
| 1Y | -24.9% | +454.2% | -479.1% | -45.2% |
| 3Y | +29.1% | +26.0% | +3.1% | +16.6% |
| All | -30.8% | -70.7% | +39.9% | -32.0% |
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 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