-40.7%
DIS vs MRNA
-70.5%
+29.8%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.8% | +1.5% |
| 7D | -1.3% | -8.2% | +7.0% | -0.8% |
| 30D | +2.2% | +125.6% | -123.3% | -6.0% |
| 3M | +8.1% | +197.1% | -188.9% | -3.8% |
| 6M | +5.2% | +148.5% | -143.2% | -5.0% |
| YTD | -6.3% | +363.3% | -369.6% | -21.0% |
| 1Y | -7.3% | +462.0% | -469.3% | -23.8% |
| 3Y | +33.8% | +26.9% | +6.9% | +21.8% |
| 5Y | -40.7% | -69.6% | +28.9% | -48.9% |
| All | -40.7% | -70.5% | +29.8% | -48.9% |
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