+64.4%
LIN vs MRNA
+9.3%
+55.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.8% | -4.8% | +0.8% |
| 7D | +0.1% | +21.8% | -21.7% | -0.4% |
| 30D | +7.6% | +19.6% | -12.0% | +7.0% |
| 3M | +6.5% | +354.6% | -348.1% | -0.3% |
| 6M | +6.2% | +394.9% | -388.7% | -1.7% |
| YTD | +23.2% | +812.2% | -788.9% | +8.5% |
| 1Y | +25.4% | +996.2% | -970.8% | +8.7% |
| 3Y | +38.3% | +287.0% | -248.7% | +24.2% |
| 5Y | +64.4% | +13.6% | +50.8% | +55.5% |
| All | +64.4% | +9.3% | +55.1% | +55.5% |
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