+33.1%
MRNA vs MAS
+29.0%
+4.1%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.8% | -4.0% | -3.4% |
| 7D | +5.5% | -0.8% | +6.2% | +5.7% |
| 30D | +158.7% | -5.6% | +164.3% | +169.5% |
| 3M | +182.1% | +4.4% | +177.7% | +176.7% |
| 6M | +151.8% | +7.2% | +144.6% | +142.2% |
| YTD | +393.6% | +16.1% | +377.4% | +350.5% |
| 1Y | +499.5% | +0.1% | +499.4% | +492.7% |
| All | +33.1% | +29.0% | +4.1% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 3y: compounded portfolio wealth divided by compounded MAS 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…
3y analysis · Full analysis span regression · 6 months rolling