+634.5%
MRNA vs MSCI
+288.6%
+345.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +1.2% |
| 7D | -8.2% | -4.7% | -3.5% | -6.6% |
| 30D | +125.6% | -2.2% | +127.7% | +126.7% |
| 3M | +197.1% | -9.7% | +206.8% | +205.6% |
| 6M | +148.5% | +0.3% | +148.2% | +145.2% |
| YTD | +363.3% | -3.5% | +366.8% | +362.1% |
| 1Y | +462.0% | -1.4% | +463.4% | +454.8% |
| 3Y | +26.9% | +6.6% | +20.4% | +19.5% |
| 5Y | -69.6% | -10.9% | -58.7% | -71.3% |
| All | +634.5% | +288.6% | +345.9% | +257.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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