-23.5%
MDB vs MRNA
-70.5%
+47.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.7% | +3.6% | +4.2% |
| 7D | -2.8% | -8.2% | +5.5% | -1.8% |
| 30D | -14.9% | +125.6% | -140.4% | -31.0% |
| 3M | +7.3% | +197.1% | -189.7% | -20.1% |
| 6M | +38.2% | +148.5% | -110.3% | +6.8% |
| YTD | -10.9% | +363.3% | -374.2% | -43.8% |
| 1Y | +11.6% | +462.0% | -450.3% | -34.8% |
| 3Y | -0.9% | +26.9% | -27.8% | -17.5% |
| 5Y | -23.5% | -69.6% | +46.1% | -15.7% |
| All | -23.5% | -70.5% | +47.0% | -15.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling