+33.5%
EXC vs MRNA
+221.0%
-187.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.4% | +4.8% | +1.3% |
| 7D | +1.4% | -12.1% | +13.5% | +1.3% |
| 30D | +8.6% | -1.3% | +9.9% | +8.6% |
| 3M | +2.4% | +250.9% | -248.5% | +3.4% |
| 6M | +6.5% | +343.0% | -336.6% | +8.1% |
| YTD | +9.0% | +657.4% | -648.4% | +11.7% |
| 1Y | +4.6% | +794.9% | -790.3% | +7.5% |
| 3Y | +33.5% | +218.1% | -184.7% | +32.9% |
| All | +33.5% | +221.0% | -187.5% | +32.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling