+413.2%
MP vs MRNA
+107.3%
+305.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.7% | -6.2% | -5.6% |
| 7D | -4.6% | -8.2% | +3.7% | -3.8% |
| 30D | -7.1% | +125.6% | -132.7% | -22.2% |
| 3M | -4.0% | +197.1% | -201.0% | -24.5% |
| 6M | -16.7% | +148.5% | -165.2% | -32.3% |
| YTD | +1.6% | +363.3% | -361.7% | -28.1% |
| 1Y | -17.8% | +462.0% | -479.8% | -44.6% |
| 3Y | +139.6% | +26.9% | +112.7% | +105.7% |
| 5Y | +50.5% | -69.6% | +120.1% | +45.5% |
| All | +413.2% | +107.3% | +305.9% | +307.5% |
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