+108.8%
MSTR vs MRNA
-70.5%
+179.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.9% | -3.3% |
| 7D | -11.2% | -8.2% | -3.0% | -9.8% |
| 30D | +33.8% | +125.6% | -91.8% | -3.8% |
| 3M | +11.5% | +197.1% | -185.6% | -28.7% |
| 6M | -7.2% | +148.5% | -155.6% | -37.0% |
| YTD | -15.4% | +363.3% | -378.7% | -55.0% |
| 1Y | -60.6% | +462.0% | -522.6% | -81.0% |
| 3Y | +260.8% | +26.9% | +233.9% | +180.0% |
| 5Y | +108.8% | -69.6% | +178.4% | +98.8% |
| All | +108.8% | -70.5% | +179.3% | +98.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling