+322.1%
MDB vs MRNA
+537.9%
-215.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.6% | +0.1% | -3.1% |
| 7D | -18.0% | -9.0% | -9.0% | -17.1% |
| 30D | -10.7% | +137.2% | -147.9% | -27.1% |
| 3M | +1.0% | +194.8% | -193.8% | -21.4% |
| 6M | +31.6% | +167.2% | -135.6% | +3.7% |
| YTD | -15.2% | +375.9% | -391.0% | -40.9% |
| 1Y | +10.1% | +465.2% | -455.0% | -26.7% |
| 3Y | -5.6% | +30.4% | -36.0% | -21.9% |
| 5Y | -24.5% | -66.8% | +42.3% | -27.9% |
| All | +322.1% | +537.9% | -215.8% | +210.1% |
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