+78.3%
MCD vs MRNA
+915.3%
-837.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.8% | -0.6% |
| 7D | -1.6% | -12.1% | +10.5% | -1.6% |
| 30D | +14.1% | -1.3% | +15.4% | +14.1% |
| 3M | +0.6% | +250.9% | -250.3% | -0.1% |
| 6M | 0.0% | +343.0% | -343.0% | -0.9% |
| YTD | -9.3% | +657.4% | -666.7% | -10.4% |
| 1Y | -9.3% | +794.9% | -804.2% | -10.5% |
| 3Y | +8.6% | +218.1% | -209.5% | +7.4% |
| 5Y | +21.9% | -3.4% | +25.3% | +20.0% |
| All | +78.3% | +915.3% | -837.0% | +87.7% |
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 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