+679.9%
MPC vs MRNA
-68.5%
+748.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.4% | +3.8% | +0.4% |
| 7D | +3.2% | -10.1% | +13.3% | +3.3% |
| 30D | +25.0% | +126.7% | -101.7% | +23.7% |
| 3M | +55.2% | +184.1% | -129.0% | +52.1% |
| 6M | +86.4% | +143.3% | -56.9% | +83.5% |
| YTD | +148.5% | +359.9% | -211.4% | +138.8% |
| 1Y | +121.7% | +454.2% | -332.5% | +111.2% |
| 3Y | +172.9% | +26.0% | +146.9% | +164.1% |
| 5Y | +679.9% | -70.3% | +750.2% | +631.7% |
| All | +679.9% | -68.5% | +748.4% | +631.7% |
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