+634.5%
MRNA vs D
+21.8%
+612.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.8% |
| 7D | -8.2% | -1.6% | -6.6% | -8.0% |
| 30D | +125.6% | -3.5% | +129.1% | +126.9% |
| 3M | +197.1% | -1.6% | +198.7% | +197.7% |
| 6M | +148.5% | +5.8% | +142.7% | +145.2% |
| YTD | +363.3% | +14.5% | +348.8% | +349.7% |
| 1Y | +462.0% | +14.2% | +447.8% | +446.0% |
| 3Y | +26.9% | +59.0% | -32.1% | +14.4% |
| 5Y | -69.6% | +5.4% | -75.0% | -70.7% |
| All | +634.5% | +21.8% | +612.7% | +556.8% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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