+1,703.7%
FLEX vs MRNA
+537.9%
+1,165.8%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -3.6% | +8.0% | +4.5% |
| 7D | +7.0% | -9.0% | +16.0% | +7.3% |
| 30D | -5.8% | +137.2% | -143.0% | -12.1% |
| 3M | -24.2% | +194.8% | -219.0% | -31.1% |
| 6M | +90.8% | +167.2% | -76.4% | +74.8% |
| YTD | +89.2% | +375.9% | -286.7% | +64.4% |
| 1Y | +104.7% | +465.2% | -360.5% | +74.7% |
| 3Y | +478.1% | +30.4% | +447.7% | +434.4% |
| 5Y | +726.2% | -66.8% | +793.0% | +674.0% |
| All | +1,703.7% | +537.9% | +1,165.8% | +1,561.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling