+674.0%
MRNA vs ALL
+257.0%
+417.0%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.8% | +4.6% | +5.3% |
| 7D | -1.1% | -2.3% | +1.2% | -1.0% |
| 30D | +126.1% | -0.4% | +126.5% | +126.1% |
| 3M | +190.0% | +16.0% | +174.0% | +186.0% |
| 6M | +157.2% | +24.6% | +132.7% | +151.9% |
| YTD | +388.2% | +23.7% | +364.5% | +377.5% |
| 1Y | +467.0% | +27.7% | +439.3% | +451.7% |
| 3Y | +36.1% | +150.2% | -114.2% | +16.3% |
| 5Y | -68.0% | +117.1% | -185.0% | -71.9% |
| All | +674.0% | +257.0% | +417.0% | +465.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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