+634.5%
MRNA vs BEN
+49.0%
+585.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.1% | +1.3% |
| 7D | -8.2% | +0.3% | -8.6% | -8.4% |
| 30D | +125.6% | +0.9% | +124.7% | +124.5% |
| 3M | +197.1% | +9.2% | +187.9% | +187.4% |
| 6M | +148.5% | +36.8% | +111.7% | +120.5% |
| YTD | +363.3% | +44.4% | +318.9% | +301.9% |
| 1Y | +462.0% | +45.8% | +416.2% | +386.1% |
| 3Y | +26.9% | +52.5% | -25.6% | +6.9% |
| 5Y | -69.6% | +37.7% | -107.3% | -74.1% |
| All | +634.5% | +49.0% | +585.5% | +564.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling