+499.5%
MRNA vs AA
+63.2%
+436.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.1% | -0.1% | -1.3% |
| 7D | +5.5% | -0.7% | +6.2% | +5.8% |
| 30D | +158.7% | +5.0% | +153.7% | +159.0% |
| 3M | +182.1% | -35.8% | +218.0% | +207.0% |
| 6M | +151.8% | -18.4% | +170.2% | +158.4% |
| YTD | +393.6% | -5.5% | +399.0% | +380.8% |
| 1Y | +499.5% | +61.0% | +438.5% | +409.3% |
| All | +499.5% | +63.2% | +436.3% | +409.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 1y: compounded portfolio wealth divided by compounded AA 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…
1y analysis · Full analysis span regression · 6 months rolling