+202.7%
MA vs MRNA
+554.4%
-351.7%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.4% | -4.7% | +0.6% |
| 7D | -1.7% | -1.1% | -0.6% | -1.7% |
| 30D | +1.7% | +126.1% | -124.4% | -1.5% |
| 3M | +17.2% | +190.0% | -172.8% | +12.4% |
| 6M | +13.3% | +157.2% | -143.9% | +9.0% |
| YTD | +0.2% | +388.2% | -388.0% | -6.1% |
| 1Y | -2.7% | +467.0% | -469.8% | -9.5% |
| 3Y | +39.1% | +36.1% | +3.0% | +33.4% |
| 5Y | +68.8% | -68.0% | +136.7% | +61.8% |
| All | +202.7% | +554.4% | -351.7% | +175.1% |
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