-65.7%
MRNA vs BEN
+36.0%
-101.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | 0.0% | +5.4% | +5.4% |
| 7D | -1.1% | -3.1% | +2.0% | +0.7% |
| 30D | +126.1% | +0.2% | +125.9% | +125.4% |
| 3M | +190.0% | +6.8% | +183.2% | +178.9% |
| 6M | +157.2% | +38.1% | +119.1% | +113.1% |
| YTD | +388.2% | +44.3% | +343.9% | +292.1% |
| 1Y | +467.0% | +42.6% | +424.5% | +358.6% |
| 3Y | +36.1% | +52.3% | -16.2% | +4.0% |
| All | -65.7% | +36.0% | -101.7% | -73.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling