+1,726.2%
BE vs MRNA
+34.8%
+1,691.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +5.4% | +1.3% | +6.3% |
| 7D | +9.0% | -1.1% | +10.1% | +9.1% |
| 30D | +16.3% | +126.1% | -109.8% | +2.5% |
| 3M | +10.8% | +190.0% | -179.2% | -9.6% |
| 6M | +73.2% | +157.2% | -84.0% | +45.3% |
| YTD | +217.4% | +388.2% | -170.8% | +122.1% |
| 1Y | +309.8% | +467.0% | -157.2% | +173.3% |
| 3Y | +1,726.2% | +36.1% | +1,690.1% | +1,718.9% |
| All | +1,726.2% | +34.8% | +1,691.4% | +1,718.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling