+36.1%
MRNA vs BND
+12.5%
+23.6%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.1% | +5.5% | +5.6% |
| 7D | -1.1% | -1.0% | -0.1% | +2.0% |
| 30D | +126.1% | -1.1% | +127.2% | +136.6% |
| 3M | +190.0% | -1.9% | +191.9% | +208.2% |
| 6M | +157.2% | -1.6% | +158.9% | +172.8% |
| YTD | +388.2% | -1.2% | +389.4% | +415.7% |
| 1Y | +467.0% | -0.7% | +467.8% | +495.8% |
| 3Y | +36.1% | +12.5% | +23.6% | +13.1% |
| All | +36.1% | +12.5% | +23.6% | +13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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