+53.2%
DAL vs MRNA
+561.6%
-508.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.2% | +4.0% | +1.9% |
| 7D | +0.1% | +5.5% | -5.4% | 0.0% |
| 30D | -13.9% | +158.7% | -172.7% | -18.4% |
| 3M | +1.1% | +182.1% | -181.0% | -4.9% |
| 6M | +26.2% | +151.8% | -125.6% | +19.4% |
| YTD | +16.4% | +393.6% | -377.1% | +5.8% |
| 1Y | +33.9% | +499.5% | -465.6% | +20.0% |
| 3Y | +93.4% | +29.3% | +64.1% | +80.2% |
| 5Y | +106.4% | -65.1% | +171.4% | +86.1% |
| All | +53.2% | +561.6% | -508.4% | +54.4% |
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