+689.7%
FLEX vs MRNA
-70.5%
+760.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.7% | -4.9% | -4.2% |
| 7D | +0.1% | -8.2% | +8.3% | +0.5% |
| 30D | -11.8% | +125.6% | -137.3% | -19.3% |
| 3M | -22.6% | +197.1% | -219.6% | -33.3% |
| 6M | +77.3% | +148.5% | -71.2% | +57.1% |
| YTD | +78.8% | +363.3% | -284.5% | +41.8% |
| 1Y | +86.1% | +462.0% | -375.9% | +41.9% |
| 3Y | +446.2% | +26.9% | +419.3% | +397.7% |
| 5Y | +689.7% | -69.6% | +759.3% | +625.3% |
| All | +689.7% | -70.5% | +760.2% | +625.3% |
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