-69.6%
MRNA vs DRI
+63.5%
-133.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.2% |
| 7D | -8.2% | -4.8% | -3.4% | -6.0% |
| 30D | +125.6% | -5.2% | +130.8% | +132.5% |
| 3M | +197.1% | +2.7% | +194.3% | +195.9% |
| 6M | +148.5% | +3.6% | +144.9% | +146.1% |
| YTD | +363.3% | +15.4% | +347.9% | +332.4% |
| 1Y | +462.0% | +1.3% | +460.7% | +453.8% |
| 3Y | +26.9% | +53.1% | -26.2% | +2.2% |
| 5Y | -69.6% | +64.6% | -134.2% | -79.1% |
| All | -69.6% | +63.5% | -133.1% | -79.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling