-8.5%
BX vs MRNA
+945.0%
-953.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +13.1% | -6.9% | +5.8% |
| 7D | +8.3% | +20.6% | -12.4% | +7.7% |
| 30D | +13.5% | +27.1% | -13.6% | +12.5% |
| 3M | -7.6% | +353.4% | -361.0% | -15.1% |
| 6M | +4.0% | +446.3% | -442.2% | -7.6% |
| YTD | -15.2% | +776.2% | -791.3% | -27.7% |
| 1Y | -8.5% | +987.9% | -996.4% | -25.2% |
| All | -8.5% | +945.0% | -953.5% | -25.2% |
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