-6.1%
CI vs MRNA
+485.7%
-491.8%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.4% | -5.4% | 0.0% |
| 7D | -0.1% | -1.1% | +1.0% | -0.1% |
| 30D | +1.8% | +126.1% | -124.3% | +2.9% |
| 3M | -4.2% | +190.0% | -194.3% | -1.4% |
| 6M | +8.8% | +157.2% | -148.4% | +11.3% |
| YTD | +3.7% | +388.2% | -384.5% | +16.0% |
| 1Y | -6.1% | +467.0% | -473.2% | +10.8% |
| All | -6.1% | +485.7% | -491.8% | +10.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling