+150.9%
MP vs MRNA
+27.0%
+123.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.4% | +1.4% | -1.7% |
| 7D | -0.7% | -10.1% | +9.3% | 0.0% |
| 30D | -0.7% | +126.7% | -127.4% | -11.9% |
| 3M | 0.0% | +184.1% | -184.1% | -16.6% |
| 6M | -10.0% | +143.3% | -153.2% | -22.6% |
| YTD | +7.5% | +359.9% | -352.4% | -21.2% |
| 1Y | -14.0% | +454.2% | -468.2% | -40.5% |
| All | +150.9% | +27.0% | +123.9% | +124.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling