-27.3%
BX vs MRNA
+485.7%
-513.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +5.4% | -2.9% | +2.3% |
| 7D | -5.6% | -1.1% | -4.5% | -5.6% |
| 30D | -12.2% | +126.1% | -138.3% | -16.6% |
| 3M | +7.4% | +190.0% | -182.6% | -2.1% |
| 6M | +22.2% | +157.2% | -135.1% | +12.7% |
| YTD | -14.0% | +388.2% | -402.2% | -25.9% |
| 1Y | -27.3% | +467.0% | -494.3% | -38.7% |
| All | -27.3% | +485.7% | -513.0% | -38.7% |
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