+1,248.5%
MRNA vs CSGP
-19.1%
+1,267.6%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -2.9% | -3.8% | -5.4% |
| 7D | +9.8% | -3.2% | +13.0% | +11.6% |
| 30D | +11.5% | +2.2% | +9.3% | +7.5% |
| 3M | +319.4% | -3.7% | +323.0% | +324.7% |
| 6M | +361.5% | -7.4% | +369.0% | +369.0% |
| YTD | +750.6% | -54.9% | +805.5% | +1,023.6% |
| 1Y | +913.0% | -54.9% | +967.9% | +1,237.8% |
| 3Y | +258.1% | -61.9% | +320.0% | +401.9% |
| 5Y | +9.6% | -63.1% | +72.7% | +45.4% |
| All | +1,248.5% | -19.1% | +1,267.6% | +1,445.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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