+4.0%
MRNA vs MSFU
+72.2%
-68.2%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.3% | -1.3% | -3.1% |
| 7D | -9.0% | -3.2% | -5.9% | -8.5% |
| 30D | +137.2% | -3.1% | +140.3% | +138.0% |
| 3M | +194.8% | +35.3% | +159.5% | +173.1% |
| 6M | +167.2% | +31.6% | +135.6% | +146.0% |
| YTD | +375.9% | -9.5% | +385.4% | +366.3% |
| 1Y | +465.2% | -18.4% | +483.6% | +462.3% |
| 3Y | +30.4% | +26.9% | +3.4% | +9.1% |
| All | +4.0% | +72.2% | -68.2% | -24.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling