+674.0%
MRNA vs DRI
+139.5%
+534.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.1% | +4.2% | +5.3% |
| 7D | -1.1% | -3.2% | +2.1% | -0.9% |
| 30D | +126.1% | -7.8% | +133.9% | +126.9% |
| 3M | +190.0% | +0.4% | +189.7% | +190.5% |
| 6M | +157.2% | +4.8% | +152.4% | +157.3% |
| YTD | +388.2% | +16.7% | +371.5% | +386.7% |
| 1Y | +467.0% | +1.5% | +465.6% | +466.4% |
| 3Y | +36.1% | +56.3% | -20.2% | +36.6% |
| 5Y | -68.0% | +66.4% | -134.4% | -68.2% |
| All | +674.0% | +139.5% | +534.5% | +811.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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