+1,294.1%
TSM vs MRNA
+554.4%
+739.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +5.4% | -4.2% | +1.0% |
| 7D | +1.0% | -1.1% | +2.1% | +1.0% |
| 30D | +1.0% | +126.1% | -125.2% | -7.1% |
| 3M | +2.9% | +190.0% | -187.1% | -7.8% |
| 6M | +22.8% | +157.2% | -134.4% | +11.0% |
| YTD | +43.3% | +388.2% | -344.9% | +21.9% |
| 1Y | +69.2% | +467.0% | -397.9% | +41.3% |
| 3Y | +404.5% | +36.1% | +368.4% | +358.0% |
| 5Y | +282.2% | -68.0% | +350.2% | +263.5% |
| All | +1,294.1% | +554.4% | +739.7% | +1,125.2% |
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