+112.2%
DLR vs MRNA
+554.4%
-442.2%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.4% | -3.6% | +1.6% |
| 7D | +0.1% | -1.1% | +1.2% | +0.1% |
| 30D | -4.3% | +126.1% | -130.4% | -8.5% |
| 3M | +3.8% | +190.0% | -186.2% | -2.4% |
| 6M | +5.8% | +157.2% | -151.4% | -0.1% |
| YTD | +23.5% | +388.2% | -364.7% | +12.2% |
| 1Y | +11.1% | +467.0% | -456.0% | -0.1% |
| 3Y | +57.9% | +36.1% | +21.8% | +48.9% |
| 5Y | +44.0% | -68.0% | +111.9% | +39.4% |
| All | +112.2% | +554.4% | -442.2% | +83.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling