+674.0%
MRNA vs BUD
+22.0%
+652.1%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.7% | +4.6% | +5.3% |
| 7D | -1.1% | -2.6% | +1.6% | -0.7% |
| 30D | +126.1% | -1.2% | +127.3% | +126.6% |
| 3M | +190.0% | -4.9% | +194.9% | +191.7% |
| 6M | +157.2% | +9.3% | +148.0% | +153.4% |
| YTD | +388.2% | +24.0% | +364.2% | +372.3% |
| 1Y | +467.0% | +34.5% | +432.5% | +441.6% |
| 3Y | +36.1% | +43.7% | -7.6% | +29.3% |
| 5Y | -68.0% | +46.0% | -114.0% | -69.8% |
| All | +674.0% | +22.0% | +652.1% | +618.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling