+499.5%
MRNA vs MSFU
-18.4%
+517.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.2% | +1.9% | -1.9% |
| 7D | +5.5% | -5.7% | +11.2% | +6.0% |
| 30D | +158.7% | +4.2% | +154.6% | +157.1% |
| 3M | +182.1% | +27.9% | +154.2% | +167.1% |
| 6M | +151.8% | +37.1% | +114.7% | +136.4% |
| YTD | +393.6% | -7.4% | +400.9% | +333.1% |
| 1Y | +499.5% | -19.6% | +519.1% | +389.0% |
| All | +499.5% | -18.4% | +517.9% | +389.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 1y: compounded portfolio wealth divided by compounded MSFU 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…
1y analysis · Full analysis span regression · 6 months rolling