+49.1%
MSFT vs MRNA
+27.9%
+21.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.6% | +0.1% |
| 7D | -3.5% | -8.2% | +4.8% | -3.3% |
| 30D | -2.1% | +125.6% | -127.6% | -4.7% |
| 3M | +24.2% | +197.1% | -172.9% | +19.2% |
| 6M | +21.9% | +148.5% | -126.6% | +17.8% |
| YTD | +2.5% | +363.3% | -360.8% | -4.2% |
| 1Y | -0.8% | +462.0% | -462.8% | -8.6% |
| All | +49.1% | +27.9% | +21.2% | +44.2% |
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