+2,732.4%
MU vs MRNA
+554.4%
+2,178.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.4% | -5.6% | -0.6% |
| 7D | -4.1% | -1.1% | -3.0% | -4.0% |
| 30D | +7.0% | +126.1% | -119.1% | -6.2% |
| 3M | -2.1% | +190.0% | -192.1% | -17.7% |
| 6M | +133.1% | +157.2% | -24.2% | +98.8% |
| YTD | +241.9% | +388.2% | -146.3% | +168.0% |
| 1Y | +548.8% | +467.0% | +81.7% | +397.6% |
| 3Y | +1,308.2% | +36.1% | +1,272.1% | +1,108.1% |
| 5Y | +1,260.7% | -68.0% | +1,328.7% | +1,119.9% |
| All | +2,732.4% | +554.4% | +2,178.0% | +2,222.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling