+159.3%
MP vs MRNA
+221.0%
-61.7%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.4% | +6.9% | +3.7% |
| 7D | +9.5% | -12.1% | +21.6% | +10.4% |
| 30D | -3.0% | -1.3% | -1.7% | -3.1% |
| 3M | -30.4% | +250.9% | -281.3% | -39.4% |
| 6M | -39.2% | +343.0% | -382.2% | -50.5% |
| YTD | -23.3% | +657.4% | -680.7% | -45.8% |
| 1Y | -32.6% | +794.9% | -827.6% | -54.4% |
| 3Y | +159.3% | +218.1% | -58.9% | +58.3% |
| All | +159.3% | +221.0% | -61.7% | +58.3% |
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