+645.6%
MCK vs MRNA
+554.4%
+91.2%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.4% | -5.3% | +0.1% |
| 7D | -2.9% | -1.1% | -1.8% | -2.9% |
| 30D | +0.4% | +126.1% | -125.7% | +0.6% |
| 3M | +12.1% | +190.0% | -177.9% | +12.0% |
| 6M | -5.4% | +157.2% | -162.7% | -5.4% |
| YTD | +7.8% | +388.2% | -380.4% | +6.9% |
| 1Y | +22.9% | +467.0% | -444.1% | +21.5% |
| 3Y | +110.7% | +36.1% | +74.7% | +111.8% |
| 5Y | +346.2% | -68.0% | +414.1% | +361.7% |
| All | +645.6% | +554.4% | +91.2% | +545.9% |
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 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