-17.4%
GIS vs MRNA
+945.0%
-962.4%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +13.1% | -7.9% | +5.0% |
| 7D | +8.5% | +20.6% | -12.2% | +8.2% |
| 30D | +15.3% | +27.1% | -11.8% | +14.7% |
| 3M | +0.9% | +353.4% | -352.4% | -2.9% |
| 6M | +7.9% | +446.3% | -438.3% | +5.3% |
| YTD | -17.6% | +776.2% | -793.7% | -18.8% |
| 1Y | -17.4% | +987.9% | -1,005.3% | -18.4% |
| All | -17.4% | +945.0% | -962.4% | -18.4% |
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