+26.2%
BAC vs MRNA
+485.7%
-459.6%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.4% | -5.2% | +0.2% |
| 7D | 0.0% | -1.1% | +1.1% | 0.0% |
| 30D | -2.8% | +126.1% | -128.9% | -2.4% |
| 3M | +14.2% | +190.0% | -175.8% | +13.0% |
| 6M | +30.5% | +157.2% | -126.7% | +29.9% |
| YTD | +15.8% | +388.2% | -372.4% | +9.5% |
| 1Y | +26.2% | +467.0% | -440.9% | +17.6% |
| All | +26.2% | +485.7% | -459.6% | +17.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling