+65.9%
BLK vs MRNA
+34.8%
+31.1%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.4% | -3.8% | +1.5% |
| 7D | -3.3% | -1.1% | -2.2% | -3.3% |
| 30D | -6.5% | +126.1% | -132.6% | -11.2% |
| 3M | +6.7% | +190.0% | -183.3% | -1.8% |
| 6M | +14.7% | +157.2% | -142.5% | +6.5% |
| YTD | +2.5% | +388.2% | -385.7% | -11.6% |
| 1Y | -2.8% | +467.0% | -469.8% | -18.0% |
| 3Y | +65.9% | +36.1% | +29.8% | +46.3% |
| All | +65.9% | +34.8% | +31.1% | +46.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling