+14.4%
FIX vs MRNA
+945.0%
-930.6%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | +13.1% | -28.2% | -15.1% |
| 7D | -18.9% | +20.6% | -39.6% | -19.0% |
| 30D | -36.3% | +27.1% | -63.4% | -36.3% |
| 3M | -38.5% | +353.4% | -391.9% | -40.2% |
| 6M | -42.3% | +446.3% | -488.5% | -47.3% |
| YTD | +17.1% | +776.2% | -759.1% | -5.3% |
| 1Y | +14.4% | +987.9% | -973.5% | -16.1% |
| All | +14.4% | +945.0% | -930.6% | -16.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling