+121.1%
MSTR vs MRNA
+221.0%
-99.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.4% | +1.0% | -2.0% |
| 7D | -13.4% | -12.1% | -1.3% | -12.0% |
| 30D | -22.1% | -1.3% | -20.8% | -22.0% |
| 3M | +15.0% | +250.9% | -236.0% | -11.0% |
| 6M | -37.3% | +343.0% | -380.3% | -55.0% |
| YTD | -26.5% | +657.4% | -684.0% | -54.3% |
| 1Y | -46.5% | +794.9% | -841.4% | -68.2% |
| 3Y | +121.1% | +218.1% | -97.1% | +85.4% |
| All | +121.1% | +221.0% | -99.9% | +85.4% |
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