+30.2%
DIS vs MRNA
+27.0%
+3.2%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.4% | +2.5% | -0.7% |
| 7D | -3.5% | -10.1% | +6.6% | -3.2% |
| 30D | +1.0% | +126.7% | -125.8% | -4.9% |
| 3M | +5.7% | +184.1% | -178.4% | -2.8% |
| 6M | +3.3% | +143.3% | -140.0% | -4.0% |
| YTD | -7.7% | +359.9% | -367.6% | -19.0% |
| 1Y | -10.0% | +454.2% | -464.1% | -22.5% |
| All | +30.2% | +27.0% | +3.2% | +13.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling