+467.0%
MRNA vs MSFU
-19.1%
+486.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.1% | +4.2% | +5.3% |
| 7D | -1.1% | -1.8% | +0.7% | -0.9% |
| 30D | +126.1% | +0.5% | +125.6% | +125.4% |
| 3M | +190.0% | +51.9% | +138.2% | +176.5% |
| 6M | +157.2% | +35.0% | +122.3% | +141.4% |
| YTD | +388.2% | -9.0% | +397.2% | +330.2% |
| 1Y | +467.0% | -18.8% | +485.8% | +366.5% |
| All | +467.0% | -19.1% | +486.2% | +366.5% |
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