+0.1%
MRNA vs MAS
+43.0%
-43.0%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.5% | -6.5% | -6.7% |
| 7D | -4.2% | +1.2% | -5.3% | -4.8% |
| 30D | +7.0% | +21.6% | -14.6% | -5.6% |
| 3M | +263.4% | +14.1% | +249.2% | +236.3% |
| 6M | +334.3% | +22.6% | +311.7% | +282.4% |
| YTD | +684.5% | +35.4% | +649.1% | +542.5% |
| 1Y | +766.2% | +37.5% | +728.7% | +601.9% |
| 3Y | +230.3% | +58.3% | +171.9% | +142.3% |
| 5Y | +0.1% | +39.1% | -39.0% | -21.7% |
| All | +0.1% | +43.0% | -43.0% | -21.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling