-5.0%
MRNA vs MOS
-33.6%
+28.6%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.7% | -4.2% | -3.6% |
| 7D | -12.1% | -2.0% | -10.2% | -11.6% |
| 30D | -1.3% | +15.3% | -16.6% | -5.1% |
| 3M | +250.9% | +1.5% | +249.4% | +248.1% |
| 6M | +343.0% | -2.0% | +345.0% | +340.9% |
| YTD | +657.4% | -6.5% | +664.0% | +653.9% |
| 1Y | +794.9% | -11.1% | +806.0% | +796.1% |
| 3Y | +218.1% | -30.3% | +248.4% | +223.9% |
| All | -5.0% | -33.6% | +28.6% | -1.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling