-5.2%
MDB vs MRNA
+27.9%
-33.1%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.7% | +3.6% | +4.3% |
| 7D | -2.8% | -8.2% | +5.5% | -2.2% |
| 30D | -14.9% | +125.6% | -140.4% | -23.2% |
| 3M | +7.3% | +197.1% | -189.7% | -8.2% |
| 6M | +38.2% | +148.5% | -110.3% | +21.4% |
| YTD | -10.9% | +363.3% | -374.2% | -31.7% |
| 1Y | +11.6% | +462.0% | -450.3% | -18.8% |
| All | -5.2% | +27.9% | -33.1% | -20.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling