+177.5%
C vs MRNA
+915.3%
-737.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.4% | +3.4% | 0.0% |
| 7D | +4.2% | -12.1% | +16.3% | +4.4% |
| 30D | +2.0% | -1.3% | +3.3% | +1.9% |
| 3M | -10.1% | +250.9% | -261.1% | -13.8% |
| 6M | +1.0% | +343.0% | -342.0% | -4.5% |
| YTD | +8.5% | +657.4% | -649.0% | -0.3% |
| 1Y | +25.7% | +794.9% | -769.2% | +14.6% |
| 3Y | +216.0% | +218.1% | -2.2% | +195.8% |
| 5Y | +112.3% | -3.4% | +115.7% | +99.9% |
| All | +177.5% | +915.3% | -737.9% | +169.6% |
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