+1,646.8%
BE vs MRNA
+537.9%
+1,109.0%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -3.6% | +13.2% | +10.0% |
| 7D | +29.8% | -9.0% | +38.8% | +31.1% |
| 30D | +26.4% | +137.2% | -110.8% | +0.8% |
| 3M | +9.3% | +194.8% | -185.5% | -17.3% |
| 6M | +105.1% | +167.2% | -62.1% | +57.9% |
| YTD | +219.0% | +375.9% | -156.8% | +116.0% |
| 1Y | +418.8% | +465.2% | -46.4% | +237.0% |
| 3Y | +1,784.6% | +30.4% | +1,754.2% | +1,486.2% |
| 5Y | +1,251.0% | -66.8% | +1,317.8% | +1,210.1% |
| All | +1,646.8% | +537.9% | +1,109.0% | +1,568.8% |
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