-5.0%
MRNA vs ACWI
+58.7%
-63.7%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.2% | -3.0% |
| 7D | -12.1% | +2.4% | -14.6% | -15.3% |
| 30D | -1.3% | -1.7% | +0.4% | +2.5% |
| 3M | +250.9% | -3.9% | +254.9% | +281.3% |
| 6M | +343.0% | +0.8% | +342.2% | +349.6% |
| YTD | +657.4% | +11.0% | +646.4% | +567.9% |
| 1Y | +794.9% | +13.1% | +781.8% | +670.2% |
| 3Y | +218.1% | +73.9% | +144.3% | +51.5% |
| All | -5.0% | +58.7% | -63.7% | -54.5% |
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