+49.5%
DAL vs MRNA
+521.0%
-471.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.4% | -0.7% |
| 7D | -0.6% | -8.2% | +7.6% | -0.4% |
| 30D | -13.5% | +125.6% | -139.0% | -17.4% |
| 3M | +2.6% | +197.1% | -194.5% | -3.9% |
| 6M | +32.7% | +148.5% | -115.8% | +25.4% |
| YTD | +13.6% | +363.3% | -349.7% | +3.4% |
| 1Y | +28.8% | +462.0% | -433.1% | +15.7% |
| 3Y | +98.2% | +26.9% | +71.2% | +84.9% |
| 5Y | +105.9% | -69.6% | +175.5% | +85.6% |
| All | +49.5% | +521.0% | -471.5% | +50.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling