+30.1%
MMM vs MRNA
+554.4%
-524.3%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.4% | -4.1% | +1.2% |
| 7D | -2.1% | -1.1% | -1.0% | -2.1% |
| 30D | -9.8% | +126.1% | -136.0% | -13.5% |
| 3M | +4.9% | +190.0% | -185.1% | -0.8% |
| 6M | +7.3% | +157.2% | -149.9% | +1.8% |
| YTD | +4.5% | +388.2% | -383.7% | -4.2% |
| 1Y | +5.4% | +467.0% | -461.7% | -4.4% |
| 3Y | +98.6% | +36.1% | +62.5% | +87.2% |
| 5Y | +27.4% | -68.0% | +95.3% | +21.6% |
| All | +30.1% | +554.4% | -524.3% | +10.4% |
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