-17.3%
MCD vs MRNA
+511.3%
-528.6%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.2% | +0.7% | -1.5% |
| 7D | -2.8% | +5.5% | -8.3% | -2.8% |
| 30D | -6.0% | +158.7% | -164.8% | -7.0% |
| 3M | -5.6% | +182.1% | -187.7% | -6.6% |
| 6M | -21.9% | +151.8% | -173.7% | -22.4% |
| YTD | -14.7% | +393.6% | -408.3% | -18.0% |
| 1Y | -17.3% | +499.5% | -516.7% | -21.3% |
| All | -17.3% | +511.3% | -528.6% | -21.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling