-69.6%
MRNA vs BUD
+44.8%
-114.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.2% | +1.0% |
| 7D | -8.2% | -3.2% | -5.0% | -6.7% |
| 30D | +125.6% | -3.7% | +129.2% | +129.6% |
| 3M | +197.1% | -4.4% | +201.5% | +202.1% |
| 6M | +148.5% | +7.7% | +140.8% | +136.6% |
| YTD | +363.3% | +23.1% | +340.2% | +310.6% |
| 1Y | +462.0% | +33.6% | +428.4% | +374.2% |
| 3Y | +26.9% | +44.7% | -17.8% | 0.0% |
| 5Y | -69.6% | +44.9% | -114.5% | -77.2% |
| All | -69.6% | +44.8% | -114.4% | -77.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling