+75.0%
DAL vs MRNA
+1,030.4%
-955.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.9% |
| 7D | +2.3% | -3.8% | +6.1% | +2.4% |
| 30D | +14.3% | +16.4% | -2.0% | +13.7% |
| 3M | +1.3% | +310.6% | -309.3% | -5.1% |
| 6M | +29.3% | +370.3% | -341.0% | +19.8% |
| YTD | +33.0% | +743.3% | -710.3% | +18.8% |
| 1Y | +59.8% | +841.7% | -781.8% | +41.8% |
| 3Y | +177.2% | +255.0% | -77.8% | +152.5% |
| 5Y | +118.4% | +10.1% | +108.2% | +97.0% |
| All | +75.0% | +1,030.4% | -955.4% | +73.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling