+79.7%
MNST vs MRNA
-70.5%
+150.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.2% | +0.6% |
| 7D | -2.2% | -8.2% | +6.0% | -2.0% |
| 30D | -5.4% | +125.6% | -130.9% | -9.3% |
| 3M | -5.5% | +197.1% | -202.6% | -11.4% |
| 6M | +12.4% | +148.5% | -136.1% | +6.3% |
| YTD | +12.4% | +363.3% | -350.9% | +2.0% |
| 1Y | +37.2% | +462.0% | -424.8% | +22.5% |
| 3Y | +52.9% | +26.9% | +26.0% | +46.5% |
| 5Y | +79.7% | -69.6% | +149.3% | +73.7% |
| All | +79.7% | -70.5% | +150.2% | +73.7% |
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