+112.8%
DLR vs MRNA
+516.4%
-403.6%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.1% | -0.1% |
| 7D | +2.9% | -10.1% | +13.0% | +3.2% |
| 30D | -1.2% | +126.7% | -127.9% | -5.7% |
| 3M | +2.9% | +184.1% | -181.2% | -3.4% |
| 6M | +6.7% | +143.3% | -136.6% | +0.8% |
| YTD | +23.9% | +359.9% | -336.0% | +12.7% |
| 1Y | +18.6% | +454.2% | -435.6% | +6.6% |
| 3Y | +59.7% | +26.0% | +33.7% | +51.0% |
| 5Y | +42.1% | -70.3% | +112.3% | +37.8% |
| All | +112.8% | +516.4% | -403.6% | +83.8% |
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