+499.5%
MRNA vs BEN
+42.6%
+456.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.5% | -5.7% | -4.3% |
| 7D | +5.5% | +0.2% | +5.2% | +5.1% |
| 30D | +158.7% | -0.5% | +159.3% | +159.8% |
| 3M | +182.1% | +9.7% | +172.4% | +166.9% |
| 6M | +151.8% | +33.9% | +117.9% | +110.0% |
| YTD | +393.6% | +49.0% | +344.6% | +274.1% |
| 1Y | +499.5% | +42.1% | +457.3% | +348.4% |
| All | +499.5% | +42.6% | +456.9% | +348.4% |
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