+156.7%
B vs MRNA
-70.5%
+227.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.3% | -2.6% |
| 7D | -5.0% | -8.2% | +3.2% | -4.6% |
| 30D | +8.7% | +125.6% | -116.8% | -1.2% |
| 3M | +17.3% | +197.1% | -179.8% | +4.0% |
| 6M | -5.0% | +148.5% | -153.5% | -14.8% |
| YTD | +1.4% | +363.3% | -361.8% | -12.8% |
| 1Y | +50.5% | +462.0% | -411.5% | +27.7% |
| 3Y | +194.4% | +26.9% | +167.4% | +162.1% |
| 5Y | +156.7% | -69.6% | +226.3% | +125.5% |
| All | +156.7% | -70.5% | +227.2% | +125.5% |
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 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