+1,870.5%
LITE vs MRNA
+30.4%
+1,840.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -3.6% | +14.6% | +11.2% |
| 7D | +12.6% | -9.0% | +21.6% | +12.9% |
| 30D | +9.9% | +137.2% | -127.2% | +1.8% |
| 3M | +9.3% | +194.8% | -185.5% | -5.2% |
| 6M | +75.2% | +167.2% | -92.0% | +54.3% |
| YTD | +165.5% | +375.9% | -210.4% | +101.1% |
| 1Y | +555.0% | +465.2% | +89.8% | +373.7% |
| 3Y | +1,870.5% | +30.4% | +1,840.1% | +1,567.0% |
| All | +1,870.5% | +30.4% | +1,840.1% | +1,567.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling