+674.0%
MRNA vs ALLY
+111.4%
+562.6%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.2% | +5.6% | +5.4% |
| 7D | -1.1% | -3.8% | +2.7% | -0.5% |
| 30D | +126.1% | -4.9% | +131.0% | +127.9% |
| 3M | +190.0% | -2.6% | +192.6% | +191.2% |
| 6M | +157.2% | +15.7% | +141.5% | +151.4% |
| YTD | +388.2% | -5.2% | +393.4% | +391.9% |
| 1Y | +467.0% | +2.8% | +464.2% | +463.7% |
| 3Y | +36.1% | +63.4% | -27.4% | +29.1% |
| 5Y | -68.0% | -2.6% | -65.4% | -70.1% |
| All | +674.0% | +111.4% | +562.6% | +691.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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