+208.9%
C vs MRNA
+554.4%
-345.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.4% | -5.1% | +0.1% |
| 7D | +0.8% | -1.1% | +1.9% | +0.8% |
| 30D | +0.9% | +126.1% | -125.2% | -2.3% |
| 3M | +1.1% | +190.0% | -189.0% | -3.5% |
| 6M | +28.4% | +157.2% | -128.8% | +23.1% |
| YTD | +20.8% | +388.2% | -367.4% | +12.1% |
| 1Y | +43.4% | +467.0% | -423.6% | +32.0% |
| 3Y | +274.9% | +36.1% | +238.8% | +257.3% |
| 5Y | +136.7% | -68.0% | +204.6% | +122.2% |
| All | +208.9% | +554.4% | -345.5% | +203.3% |
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