+499.5%
MRNA vs BUD
+36.8%
+462.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.3% |
| 7D | +5.5% | +0.3% | +5.2% | +5.4% |
| 30D | +158.7% | -5.7% | +164.4% | +155.6% |
| 3M | +182.1% | +3.1% | +179.0% | +180.0% |
| 6M | +151.8% | +7.9% | +143.9% | +147.5% |
| YTD | +393.6% | +27.3% | +366.2% | +401.0% |
| 1Y | +499.5% | +37.8% | +461.7% | +523.9% |
| All | +499.5% | +36.8% | +462.6% | +523.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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