+707.6%
MPC vs MRNA
+521.0%
+186.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.5% | -1.8% |
| 7D | +1.2% | -8.2% | +9.4% | +1.3% |
| 30D | +17.0% | +125.6% | -108.6% | +14.1% |
| 3M | +49.5% | +197.1% | -147.6% | +44.2% |
| 6M | +83.5% | +148.5% | -65.0% | +77.9% |
| YTD | +144.1% | +363.3% | -219.2% | +130.8% |
| 1Y | +119.6% | +462.0% | -342.4% | +105.7% |
| 3Y | +168.1% | +26.9% | +141.1% | +159.1% |
| 5Y | +671.3% | -69.6% | +740.9% | +667.0% |
| All | +707.6% | +521.0% | +186.6% | +568.4% |
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