+81.4%
EXC vs MRNA
+915.3%
-833.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.4% | +4.8% | +1.4% |
| 7D | +1.4% | -12.1% | +13.5% | +1.4% |
| 30D | +8.6% | -1.3% | +9.9% | +8.5% |
| 3M | +2.4% | +250.9% | -248.5% | +0.9% |
| 6M | +6.5% | +343.0% | -336.6% | +4.4% |
| YTD | +9.0% | +657.4% | -648.4% | +5.9% |
| 1Y | +4.6% | +794.9% | -790.3% | +1.3% |
| 3Y | +33.5% | +218.1% | -184.7% | +30.7% |
| 5Y | +41.4% | -3.4% | +44.8% | +40.7% |
| All | +81.4% | +915.3% | -833.9% | +75.4% |
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