+57.6%
EWZ vs MRNA
+554.4%
-496.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.4% | -6.3% | -1.1% |
| 7D | +0.9% | -1.1% | +2.0% | +0.9% |
| 30D | +12.8% | +126.1% | -113.3% | +9.3% |
| 3M | +10.8% | +190.0% | -179.3% | +6.5% |
| 6M | +2.5% | +157.2% | -154.7% | -1.2% |
| YTD | +21.4% | +388.2% | -366.8% | +15.2% |
| 1Y | +32.8% | +467.0% | -434.2% | +25.4% |
| 3Y | +45.2% | +36.1% | +9.1% | +39.3% |
| 5Y | +63.0% | -68.0% | +131.0% | +54.3% |
| All | +57.6% | +554.4% | -496.8% | +59.7% |
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 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