+36.1%
MRNA vs BN
+70.0%
-33.9%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.4% | +4.9% | +5.1% |
| 7D | -1.1% | -5.2% | +4.1% | +2.4% |
| 30D | +126.1% | -14.5% | +140.6% | +150.1% |
| 3M | +190.0% | -15.0% | +205.0% | +221.7% |
| 6M | +157.2% | -5.4% | +162.6% | +166.2% |
| YTD | +388.2% | -16.4% | +404.6% | +440.5% |
| 1Y | +467.0% | -16.2% | +483.3% | +526.1% |
| 3Y | +36.1% | +67.5% | -31.4% | -3.2% |
| All | +36.1% | +70.0% | -33.9% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 3y: compounded portfolio wealth divided by compounded BN 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…
3y analysis · Full analysis span regression · 6 months rolling