+1,237.0%
MRNA vs MOS
-23.5%
+1,260.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | 0.0% | -0.8% |
| 7D | -3.8% | +5.5% | -9.2% | -4.3% |
| 30D | +16.4% | +21.0% | -4.6% | +13.9% |
| 3M | +310.6% | -0.5% | +311.0% | +308.6% |
| 6M | +370.3% | +6.6% | +363.7% | +365.9% |
| YTD | +743.3% | -2.8% | +746.1% | +738.2% |
| 1Y | +841.7% | -8.1% | +849.7% | +837.8% |
| 3Y | +255.0% | -25.6% | +280.6% | +254.2% |
| 5Y | +10.1% | -29.8% | +39.9% | +11.4% |
| All | +1,237.0% | -23.5% | +1,260.5% | +1,925.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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