-70.3%
MRNA vs ACWI
+67.2%
-137.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -2.4% |
| 7D | -10.1% | 0.0% | -10.1% | -10.1% |
| 30D | +126.7% | -0.6% | +127.3% | +130.3% |
| 3M | +184.1% | +4.3% | +179.9% | +169.2% |
| 6M | +143.3% | +12.7% | +130.6% | +105.7% |
| YTD | +359.9% | +13.9% | +345.9% | +284.0% |
| 1Y | +454.2% | +20.5% | +433.7% | +327.2% |
| 3Y | +26.0% | +76.5% | -50.5% | -42.3% |
| 5Y | -70.3% | +67.5% | -137.8% | -86.5% |
| All | -70.3% | +67.2% | -137.5% | -86.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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