+40.4%
MSTR vs MRNA
-3.2%
+43.6%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.4% | +1.0% | -1.8% |
| 7D | -13.4% | -12.1% | -1.3% | -11.3% |
| 30D | -22.1% | -1.3% | -20.8% | -22.0% |
| 3M | +15.0% | +250.9% | -236.0% | -24.0% |
| 6M | -37.3% | +343.0% | -380.3% | -62.9% |
| YTD | -26.5% | +657.4% | -684.0% | -65.4% |
| 1Y | -46.5% | +794.9% | -841.4% | -76.6% |
| 3Y | +121.1% | +218.1% | -97.1% | +26.5% |
| All | +40.4% | -3.2% | +43.6% | +18.7% |
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