+44.6%
DLR vs MRNA
-67.9%
+112.4%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -9.0% |
| 3M | +3.8% | +190.0% | -186.2% | -4.1% |
| 6M | +5.8% | +157.2% | -151.4% | -1.5% |
| YTD | +23.5% | +388.2% | -364.7% | +7.7% |
| 1Y | +11.1% | +467.0% | -456.0% | -4.9% |
| 3Y | +57.9% | +36.1% | +21.8% | +47.5% |
| All | +44.6% | -67.9% | +112.4% | +40.5% |
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