+219.6%
MAR vs MRNA
+554.4%
-334.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.4% | -3.7% | +1.6% |
| 7D | -0.5% | -1.1% | +0.5% | -0.5% |
| 30D | -5.4% | +126.1% | -131.5% | -8.2% |
| 3M | -15.5% | +190.0% | -205.5% | -18.8% |
| 6M | +3.0% | +157.2% | -154.3% | -0.8% |
| YTD | +8.5% | +388.2% | -379.7% | +2.5% |
| 1Y | +26.0% | +467.0% | -441.1% | +18.3% |
| 3Y | +68.6% | +36.1% | +32.5% | +61.0% |
| 5Y | +157.4% | -68.0% | +225.3% | +136.6% |
| All | +219.6% | +554.4% | -334.8% | +239.8% |
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 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