+674.0%
MRNA vs RBA
+187.6%
+486.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.8% | +1.6% | +4.8% |
| 7D | -1.1% | +0.1% | -1.2% | -1.1% |
| 30D | +126.1% | -2.9% | +129.0% | +127.0% |
| 3M | +190.0% | -20.9% | +210.9% | +199.8% |
| 6M | +157.2% | -17.7% | +174.9% | +164.0% |
| YTD | +388.2% | -18.2% | +406.4% | +401.5% |
| 1Y | +467.0% | -29.1% | +496.1% | +493.2% |
| 3Y | +36.1% | +29.5% | +6.5% | +33.1% |
| 5Y | -68.0% | +40.2% | -108.2% | -69.3% |
| All | +674.0% | +187.6% | +486.5% | +712.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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