+3,487.5%
CLS vs MRNA
+554.4%
+2,933.1%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +5.4% | +1.2% | +6.3% |
| 7D | +10.9% | -1.1% | +12.0% | +11.0% |
| 30D | +2.1% | +126.1% | -124.0% | -4.8% |
| 3M | -10.2% | +190.0% | -200.2% | -18.4% |
| 6M | +30.4% | +157.2% | -126.8% | +19.5% |
| YTD | +17.2% | +388.2% | -371.0% | +1.5% |
| 1Y | +41.0% | +467.0% | -426.0% | +20.5% |
| 3Y | +1,338.0% | +36.1% | +1,301.9% | +1,209.3% |
| 5Y | +3,860.6% | -68.0% | +3,928.5% | +3,553.5% |
| All | +3,487.5% | +554.4% | +2,933.1% | +2,989.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling