+227.0%
CB vs MRNA
+915.3%
-688.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.4% | +4.5% | +1.1% |
| 7D | +2.9% | -12.1% | +15.1% | +2.9% |
| 30D | +7.3% | -1.3% | +8.6% | +7.3% |
| 3M | +9.4% | +250.9% | -241.5% | +10.1% |
| 6M | +19.6% | +343.0% | -323.4% | +20.4% |
| YTD | +21.5% | +657.4% | -636.0% | +22.0% |
| 1Y | +28.0% | +794.9% | -766.9% | +28.4% |
| 3Y | +74.9% | +218.1% | -143.3% | +76.1% |
| 5Y | +108.1% | -3.4% | +111.5% | +109.0% |
| All | +227.0% | +915.3% | -688.3% | +234.8% |
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