+4.7%
MDT vs MRNA
+511.3%
-506.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.4% | +1.2% |
| 7D | +3.2% | +5.5% | -2.3% | +3.1% |
| 30D | +9.5% | +158.7% | -149.2% | +5.8% |
| 3M | +16.0% | +182.1% | -166.2% | +11.1% |
| 6M | +0.2% | +151.8% | -151.6% | -3.7% |
| YTD | -0.3% | +393.6% | -393.8% | -7.9% |
| 1Y | +4.7% | +499.5% | -494.7% | -5.1% |
| All | +4.7% | +511.3% | -506.6% | -5.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling