+555.7%
MS vs MRNA
+554.4%
+1.3%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.4% | -4.6% | +0.6% |
| 7D | -1.5% | -1.1% | -0.4% | -1.5% |
| 30D | -1.5% | +126.1% | -127.6% | -6.7% |
| 3M | +1.4% | +190.0% | -188.7% | -5.8% |
| 6M | +34.7% | +157.2% | -122.5% | +25.9% |
| YTD | +22.7% | +388.2% | -365.5% | +9.9% |
| 1Y | +40.1% | +467.0% | -426.9% | +24.0% |
| 3Y | +181.4% | +36.1% | +145.3% | +163.0% |
| 5Y | +142.6% | -68.0% | +210.6% | +129.4% |
| All | +555.7% | +554.4% | +1.3% | +480.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling