+196.4%
CB vs MRNA
+561.6%
-365.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.3% | -1.9% |
| 7D | +0.5% | +5.5% | -5.0% | +0.5% |
| 30D | -3.1% | +158.7% | -161.8% | -2.7% |
| 3M | +9.0% | +182.1% | -173.2% | +9.5% |
| 6M | +2.9% | +151.8% | -149.0% | +3.4% |
| YTD | +10.1% | +393.6% | -383.4% | +10.4% |
| 1Y | +22.8% | +499.5% | -476.7% | +22.9% |
| 3Y | +73.8% | +29.3% | +44.5% | +75.1% |
| 5Y | +99.2% | -65.1% | +164.2% | +98.2% |
| All | +196.4% | +561.6% | -365.2% | +202.9% |
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