+232.7%
LITE vs MRNA
+945.0%
-712.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +13.1% | -21.0% | -7.8% |
| 7D | -31.4% | +20.6% | -52.1% | -31.4% |
| 30D | -42.6% | +27.1% | -69.7% | -42.4% |
| 3M | -26.2% | +353.4% | -379.6% | -26.1% |
| 6M | -35.8% | +446.3% | -482.1% | -40.7% |
| YTD | +70.0% | +776.2% | -706.1% | +18.1% |
| 1Y | +232.7% | +987.9% | -755.2% | +98.8% |
| All | +232.7% | +945.0% | -712.3% | +98.8% |
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