+2,852.4%
MU vs MRNA
+561.6%
+2,290.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.2% | +8.3% | +6.3% |
| 7D | +9.0% | +5.5% | +3.5% | +8.5% |
| 30D | +13.8% | +158.7% | -144.9% | -2.0% |
| 3M | +2.1% | +182.1% | -180.0% | -13.7% |
| 6M | +153.8% | +151.8% | +2.0% | +117.3% |
| YTD | +256.4% | +393.6% | -137.2% | +179.3% |
| 1Y | +719.8% | +499.5% | +220.3% | +525.4% |
| 3Y | +1,360.4% | +29.3% | +1,331.1% | +1,158.5% |
| 5Y | +1,312.4% | -65.1% | +1,377.5% | +1,162.5% |
| All | +2,852.4% | +561.6% | +2,290.9% | +2,319.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling