+674.0%
MRNA vs ED
+71.8%
+602.2%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.3% | +5.6% | +5.4% |
| 7D | -1.1% | -0.8% | -0.3% | -1.0% |
| 30D | +126.1% | -0.4% | +126.5% | +126.0% |
| 3M | +190.0% | +0.5% | +189.6% | +189.3% |
| 6M | +157.2% | -3.1% | +160.4% | +157.5% |
| YTD | +388.2% | +9.8% | +378.4% | +379.4% |
| 1Y | +467.0% | +12.6% | +454.5% | +454.6% |
| 3Y | +36.1% | +31.4% | +4.7% | +27.1% |
| 5Y | -68.0% | +69.4% | -137.4% | -71.4% |
| All | +674.0% | +71.8% | +602.2% | +514.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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