+654.5%
MRNA vs DRI
+143.0%
+511.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.8% | -1.8% | -3.5% |
| 7D | -9.0% | -1.2% | -7.8% | -9.0% |
| 30D | +137.2% | -0.4% | +137.6% | +137.5% |
| 3M | +194.8% | +9.5% | +185.3% | +194.6% |
| 6M | +167.2% | +6.5% | +160.7% | +167.1% |
| YTD | +375.9% | +18.4% | +357.4% | +374.1% |
| 1Y | +465.2% | +4.2% | +460.9% | +464.1% |
| 3Y | +30.4% | +57.1% | -26.7% | +30.7% |
| 5Y | -66.8% | +70.4% | -137.2% | -67.0% |
| All | +654.5% | +143.0% | +511.5% | +787.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling