+32.9%
F vs MRNA
+27.0%
+5.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.4% | -0.6% | -3.8% |
| 7D | -4.9% | -10.1% | +5.2% | -4.4% |
| 30D | -2.9% | +126.7% | -129.6% | -10.4% |
| 3M | -9.1% | +184.1% | -193.2% | -19.2% |
| 6M | +12.9% | +143.3% | -130.4% | +1.9% |
| YTD | +6.1% | +359.9% | -353.8% | -13.0% |
| 1Y | +22.5% | +454.2% | -431.7% | -2.9% |
| All | +32.9% | +27.0% | +5.9% | +13.0% |
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