+106.1%
MRNA vs MSTU
-87.7%
+193.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.6% | +1.8% | +4.9% |
| 7D | -1.1% | -16.6% | +15.5% | +1.4% |
| 30D | +126.1% | +69.7% | +56.4% | +106.5% |
| 3M | +190.0% | -7.5% | +197.5% | +172.7% |
| 6M | +157.2% | -43.1% | +200.3% | +147.0% |
| YTD | +388.2% | -63.0% | +451.2% | +372.2% |
| 1Y | +467.0% | -93.8% | +560.8% | +489.3% |
| All | +106.1% | -87.7% | +193.7% | +95.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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