+790.7%
FIX vs MRNA
+30.4%
+760.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.6% | +6.0% | +2.5% |
| 7D | +6.1% | -9.0% | +15.1% | +6.3% |
| 30D | -2.7% | +137.2% | -139.8% | -7.5% |
| 3M | -10.9% | +194.8% | -205.8% | -18.8% |
| 6M | +29.0% | +167.2% | -138.2% | +18.9% |
| YTD | +76.9% | +375.9% | -299.0% | +50.9% |
| 1Y | +130.7% | +465.2% | -334.4% | +91.7% |
| 3Y | +790.7% | +30.4% | +760.3% | +736.0% |
| All | +790.7% | +30.4% | +760.3% | +736.0% |
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