+1.3%
MRNA vs MSFU
+71.2%
-69.9%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.7% |
| 7D | -8.2% | -6.9% | -1.3% | -6.9% |
| 30D | +125.6% | -5.1% | +130.7% | +127.2% |
| 3M | +197.1% | +44.6% | +152.4% | +171.8% |
| 6M | +148.5% | +32.8% | +115.7% | +128.4% |
| YTD | +363.3% | -10.1% | +373.3% | +354.5% |
| 1Y | +462.0% | -19.4% | +481.4% | +460.8% |
| 3Y | +26.9% | +26.2% | +0.7% | +6.3% |
| All | +1.3% | +71.2% | -69.9% | -25.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling