+0.1%
MRNA vs TMF
-88.7%
+88.8%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -4.4% | -2.5% | -5.7% |
| 7D | -4.2% | -8.2% | +4.0% | -1.8% |
| 30D | +7.0% | +5.3% | +1.6% | +5.2% |
| 3M | +263.4% | -8.5% | +271.8% | +274.4% |
| 6M | +334.3% | -17.2% | +351.5% | +356.3% |
| YTD | +684.5% | -23.4% | +707.9% | +735.0% |
| 1Y | +766.2% | -30.2% | +796.4% | +836.0% |
| 3Y | +230.3% | -32.9% | +263.2% | +250.7% |
| 5Y | +0.1% | -88.5% | +88.6% | +56.5% |
| All | +0.1% | -88.7% | +88.8% | +56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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