+216.6%
MAR vs MRNA
+516.4%
-299.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.4% | +4.2% | +0.9% |
| 7D | -0.5% | -10.1% | +9.6% | -0.3% |
| 30D | -4.7% | +126.7% | -131.4% | -7.6% |
| 3M | -15.6% | +184.1% | -199.7% | -18.9% |
| 6M | +1.2% | +143.3% | -142.1% | -2.3% |
| YTD | +7.5% | +359.9% | -352.4% | +1.7% |
| 1Y | +26.6% | +454.2% | -427.6% | +19.0% |
| 3Y | +66.0% | +26.0% | +40.0% | +58.6% |
| 5Y | +154.1% | -70.3% | +224.4% | +133.7% |
| All | +216.6% | +516.4% | -299.9% | +236.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling