+174.7%
MS vs MRNA
+232.4%
-57.8%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -7.0% | +6.2% | -0.5% |
| 7D | +3.7% | -4.2% | +7.9% | +3.8% |
| 30D | +2.0% | +7.0% | -5.0% | +1.7% |
| 3M | -12.6% | +263.4% | -275.9% | -17.2% |
| 6M | -0.3% | +334.3% | -334.6% | -8.2% |
| YTD | +9.0% | +684.5% | -675.5% | -7.1% |
| 1Y | +13.9% | +766.2% | -752.3% | -4.3% |
| All | +174.7% | +232.4% | -57.8% | +123.2% |
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