+20.9%
MS vs MRNA
+945.0%
-924.1%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +13.1% | -8.9% | +4.1% |
| 7D | +2.6% | +20.6% | -18.0% | +2.4% |
| 30D | +2.6% | +27.1% | -24.5% | +2.3% |
| 3M | -10.1% | +353.4% | -363.5% | -12.2% |
| 6M | +4.4% | +446.3% | -441.9% | -0.7% |
| YTD | +11.7% | +776.2% | -764.4% | +0.9% |
| 1Y | +20.9% | +987.9% | -967.0% | +3.9% |
| All | +20.9% | +945.0% | -924.1% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 1y: compounded portfolio wealth divided by compounded MRNA 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…
1y analysis · Full analysis span regression · 6 months rolling