+149.4%
MAR vs MRNA
-67.9%
+217.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.4% | -3.7% | +1.5% |
| 7D | -0.5% | -1.1% | +0.5% | -0.5% |
| 30D | -5.4% | +126.1% | -131.5% | -11.2% |
| 3M | -15.5% | +190.0% | -205.5% | -22.9% |
| 6M | +3.0% | +157.2% | -154.3% | -5.3% |
| YTD | +8.5% | +388.2% | -379.7% | -6.5% |
| 1Y | +26.0% | +467.0% | -441.1% | +6.3% |
| 3Y | +68.6% | +36.1% | +32.5% | +56.0% |
| All | +149.4% | -67.9% | +217.3% | +117.7% |
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 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