+111.4%
DAL vs MRNA
-3.2%
+114.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | -0.2% |
| 7D | -1.1% | -12.1% | +11.0% | -0.4% |
| 30D | +12.8% | -1.3% | +14.1% | +12.8% |
| 3M | -5.3% | +250.9% | -256.2% | -15.4% |
| 6M | +22.4% | +343.0% | -320.7% | +4.3% |
| YTD | +25.6% | +657.4% | -631.8% | -3.2% |
| 1Y | +45.5% | +794.9% | -749.4% | +8.8% |
| 3Y | +161.0% | +218.1% | -57.2% | +115.4% |
| All | +111.4% | -3.2% | +114.7% | +73.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling