+43.7%
F vs MRNA
-68.5%
+112.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.4% | -0.6% | -3.7% |
| 7D | -4.9% | -10.1% | +5.2% | -4.2% |
| 30D | -2.9% | +126.7% | -129.6% | -13.3% |
| 3M | -9.1% | +184.1% | -193.2% | -22.2% |
| 6M | +12.9% | +143.3% | -130.4% | -1.7% |
| YTD | +6.1% | +359.9% | -353.8% | -16.7% |
| 1Y | +22.5% | +454.2% | -431.7% | -7.3% |
| 3Y | +32.1% | +26.0% | +6.1% | +18.1% |
| 5Y | +43.7% | -70.3% | +114.0% | +31.9% |
| All | +43.7% | -68.5% | +112.2% | +31.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling