+101.0%
CB vs MRNA
-70.5%
+171.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.3% |
| 7D | -2.8% | -8.2% | +5.5% | -2.7% |
| 30D | -2.4% | +125.6% | -128.0% | -2.6% |
| 3M | +2.8% | +197.1% | -194.3% | +2.1% |
| 6M | +4.8% | +148.5% | -143.7% | +4.3% |
| YTD | +9.2% | +363.3% | -354.1% | +7.1% |
| 1Y | +22.8% | +462.0% | -439.2% | +19.7% |
| 3Y | +71.1% | +26.9% | +44.2% | +72.8% |
| 5Y | +101.0% | -69.6% | +170.6% | +98.1% |
| All | +101.0% | -70.5% | +171.5% | +98.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling