+88.5%
MA vs MRNA
-3.2%
+91.7%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.4% | +4.8% | +1.4% |
| 7D | +1.3% | -12.1% | +13.4% | +1.7% |
| 30D | +9.6% | -1.3% | +10.9% | +9.5% |
| 3M | +16.8% | +250.9% | -234.2% | +9.9% |
| 6M | +35.2% | +343.0% | -307.8% | +24.5% |
| YTD | +16.6% | +657.4% | -640.9% | +1.9% |
| 1Y | +19.8% | +794.9% | -775.1% | +3.0% |
| 3Y | +70.7% | +218.1% | -147.5% | +52.8% |
| All | +88.5% | -3.2% | +91.7% | +70.3% |
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