+153.1%
RSP vs MRNA
+554.4%
-401.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.4% | -4.6% | +0.6% |
| 7D | -1.9% | -1.1% | -0.8% | -1.9% |
| 30D | -2.8% | +126.1% | -128.9% | -7.8% |
| 3M | +2.8% | +190.0% | -187.2% | -4.0% |
| 6M | +10.2% | +157.2% | -147.0% | +3.4% |
| YTD | +13.1% | +388.2% | -375.1% | +2.2% |
| 1Y | +14.8% | +467.0% | -452.3% | +2.6% |
| 3Y | +52.6% | +36.1% | +16.5% | +43.1% |
| 5Y | +51.6% | -68.0% | +119.6% | +44.4% |
| All | +153.1% | +554.4% | -401.4% | +126.4% |
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