+179.1%
MS vs MRNA
+30.4%
+148.8%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.6% | +2.9% | -0.6% |
| 7D | +2.5% | -9.0% | +11.5% | +2.7% |
| 30D | 0.0% | +137.2% | -137.2% | -5.0% |
| 3M | +2.4% | +194.8% | -192.4% | -5.6% |
| 6M | +36.4% | +167.2% | -130.8% | +26.7% |
| YTD | +23.8% | +375.9% | -352.0% | +6.8% |
| 1Y | +48.6% | +465.2% | -416.5% | +24.8% |
| 3Y | +179.1% | +30.4% | +148.8% | +149.5% |
| All | +179.1% | +30.4% | +148.8% | +149.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling