+987.9%
MRNA vs BEN
+56.2%
+931.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +4.7% | +8.4% | +9.8% |
| 7D | +20.6% | +6.7% | +13.9% | +15.6% |
| 30D | +27.1% | +3.0% | +24.1% | +24.7% |
| 3M | +353.4% | -4.3% | +357.7% | +367.6% |
| 6M | +446.3% | +16.4% | +429.9% | +396.2% |
| YTD | +776.2% | +46.8% | +729.4% | +518.5% |
| 1Y | +987.9% | +57.3% | +930.6% | +609.7% |
| All | +987.9% | +56.2% | +931.7% | +609.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling