+206.5%
C vs MRNA
+561.6%
-355.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | -0.3% |
| 7D | +3.6% | +5.5% | -1.9% | +3.5% |
| 30D | +0.1% | +158.7% | -158.7% | -3.7% |
| 3M | +2.4% | +182.1% | -179.7% | -2.1% |
| 6M | +24.9% | +151.8% | -126.9% | +19.9% |
| YTD | +19.8% | +393.6% | -373.8% | +11.2% |
| 1Y | +44.9% | +499.5% | -454.6% | +33.0% |
| 3Y | +263.0% | +29.3% | +233.7% | +246.2% |
| 5Y | +129.5% | -65.1% | +194.6% | +115.8% |
| All | +206.5% | +561.6% | -355.1% | +200.8% |
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