+601.0%
MPC vs MRNA
-3.2%
+604.2%
-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% | +3.9% | +0.4% |
| 7D | +11.2% | -12.1% | +23.4% | +11.3% |
| 30D | -14.5% | -1.3% | -13.2% | -14.5% |
| 3M | +16.7% | +250.9% | -234.3% | +14.9% |
| 6M | +67.6% | +343.0% | -275.5% | +63.3% |
| YTD | +157.9% | +657.4% | -499.5% | +145.1% |
| 1Y | +116.7% | +794.9% | -678.3% | +104.2% |
| 3Y | +199.8% | +218.1% | -18.4% | +186.5% |
| All | +601.0% | -3.2% | +604.2% | +553.7% |
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