+36.1%
MRNA vs ARES
+35.4%
+0.7%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.8% | +4.6% | +5.0% |
| 7D | -1.1% | -6.1% | +5.0% | +1.6% |
| 30D | +126.1% | -7.5% | +133.6% | +135.1% |
| 3M | +190.0% | +0.1% | +189.9% | +191.7% |
| 6M | +157.2% | +30.3% | +127.0% | +135.3% |
| YTD | +388.2% | -16.6% | +404.8% | +417.6% |
| 1Y | +467.0% | -26.1% | +493.1% | +529.2% |
| 3Y | +36.1% | +36.4% | -0.4% | +21.0% |
| All | +36.1% | +35.4% | +0.7% | +21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 3y: compounded portfolio wealth divided by compounded ARES 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…
3y analysis · Full analysis span regression · 6 months rolling