+163.0%
LITE vs MRNA
+755.5%
-592.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.4% | -1.0% | -4.5% |
| 7D | +10.8% | -12.1% | +22.9% | +10.8% |
| 30D | -33.4% | -1.3% | -32.1% | -33.3% |
| 3M | -32.2% | +250.9% | -283.2% | -30.5% |
| 6M | -42.1% | +343.0% | -385.1% | -44.8% |
| YTD | +61.9% | +657.4% | -595.6% | +10.5% |
| 1Y | +163.0% | +794.9% | -631.9% | +55.9% |
| All | +163.0% | +755.5% | -592.5% | +55.9% |
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