+674.0%
MRNA vs AU
+1,045.3%
-371.3%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.5% | +4.9% | +5.3% |
| 7D | -1.1% | -4.3% | +3.2% | -0.2% |
| 30D | +126.1% | +7.3% | +118.8% | +124.9% |
| 3M | +190.0% | +26.3% | +163.7% | +182.8% |
| 6M | +157.2% | +1.8% | +155.5% | +155.9% |
| YTD | +388.2% | +26.8% | +361.4% | +374.8% |
| 1Y | +467.0% | +66.7% | +400.3% | +437.9% |
| 3Y | +36.1% | +579.1% | -543.0% | +11.9% |
| 5Y | -68.0% | +689.3% | -757.3% | -74.3% |
| All | +674.0% | +1,045.3% | -371.3% | +538.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 all: compounded portfolio wealth divided by compounded AU 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…
all analysis · Full analysis span regression · 6 months rolling