+106.3%
DAL vs MRNA
-67.6%
+174.0%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.6% | +2.1% | -1.3% |
| 7D | +3.4% | -9.0% | +12.4% | +3.8% |
| 30D | -13.6% | +137.2% | -150.7% | -20.9% |
| 3M | +1.2% | +194.8% | -193.6% | -10.8% |
| 6M | +34.5% | +167.2% | -132.7% | +19.8% |
| YTD | +14.7% | +375.9% | -361.2% | -6.7% |
| 1Y | +29.2% | +465.2% | -435.9% | +1.7% |
| 3Y | +100.0% | +30.4% | +69.6% | +79.5% |
| 5Y | +106.3% | -66.8% | +173.1% | +71.5% |
| All | +106.3% | -67.6% | +174.0% | +71.5% |
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