+3.9%
MRNA vs MAS
+39.2%
-35.3%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.9% | +7.2% | +6.5% |
| 7D | +14.6% | +2.0% | +12.7% | +13.5% |
| 30D | +29.4% | +19.4% | +10.0% | +15.2% |
| 3M | +371.9% | +9.4% | +362.5% | +347.1% |
| 6M | +421.0% | +15.3% | +405.7% | +374.9% |
| YTD | +762.0% | +31.3% | +730.6% | +618.9% |
| 1Y | +944.8% | +34.9% | +909.9% | +756.6% |
| 3Y | +252.7% | +58.6% | +194.1% | +158.7% |
| All | +3.9% | +39.2% | -35.3% | -16.8% |
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