+65.9%
MCD vs MRNA
+521.0%
-455.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.2% |
| 7D | -2.5% | -8.2% | +5.7% | -2.5% |
| 30D | -7.0% | +125.6% | -132.6% | -7.6% |
| 3M | -9.8% | +197.1% | -206.9% | -10.5% |
| 6M | -21.8% | +148.5% | -170.3% | -22.3% |
| YTD | -15.6% | +363.3% | -378.9% | -16.5% |
| 1Y | -15.2% | +462.0% | -477.2% | -16.1% |
| 3Y | -2.6% | +26.9% | -29.5% | -3.4% |
| 5Y | +18.9% | -69.6% | +88.5% | +16.1% |
| All | +65.9% | +521.0% | -455.1% | +75.0% |
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