+674.0%
MRNA vs A
+117.0%
+557.0%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.7% | +2.7% | +3.4% |
| 7D | -1.1% | -2.6% | +1.5% | +1.0% |
| 30D | +126.1% | -0.9% | +127.0% | +132.3% |
| 3M | +190.0% | +13.6% | +176.4% | +171.1% |
| 6M | +157.2% | +27.8% | +129.4% | +118.5% |
| YTD | +388.2% | +8.6% | +379.6% | +363.5% |
| 1Y | +467.0% | +16.9% | +450.2% | +413.2% |
| 3Y | +36.1% | +32.9% | +3.2% | +12.8% |
| 5Y | -68.0% | -14.1% | -53.9% | -66.5% |
| All | +674.0% | +117.0% | +557.0% | +418.8% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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