+60.8%
LIN vs MRNA
-67.6%
+128.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.6% | +1.7% | -1.8% |
| 7D | -3.5% | -9.0% | +5.6% | -3.2% |
| 30D | -4.1% | +137.2% | -141.3% | -8.6% |
| 3M | -6.4% | +194.8% | -201.2% | -12.3% |
| 6M | -2.4% | +167.2% | -169.6% | -8.3% |
| YTD | +10.9% | +375.9% | -364.9% | -0.2% |
| 1Y | 0.0% | +465.2% | -465.1% | -11.5% |
| 3Y | +25.8% | +30.4% | -4.5% | +20.4% |
| 5Y | +60.8% | -66.8% | +127.7% | +56.7% |
| All | +60.8% | -67.6% | +128.5% | +56.7% |
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