+674.0%
MRNA vs BBWI
-15.3%
+689.3%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +6.4% | -1.0% | +4.6% |
| 7D | -1.1% | -4.8% | +3.7% | -0.5% |
| 30D | +126.1% | +3.5% | +122.6% | +123.5% |
| 3M | +190.0% | -0.3% | +190.3% | +188.0% |
| 6M | +157.2% | -5.4% | +162.6% | +156.2% |
| YTD | +388.2% | -4.7% | +392.9% | +385.3% |
| 1Y | +467.0% | -30.5% | +497.5% | +483.0% |
| 3Y | +36.1% | -44.3% | +80.4% | +42.9% |
| 5Y | -68.0% | -66.9% | -1.1% | -66.5% |
| All | +674.0% | -15.3% | +689.3% | +972.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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