+2,002.7%
LITE vs MRNA
+561.6%
+1,441.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.2% | +6.2% | +4.1% |
| 7D | -1.5% | +5.5% | -7.0% | -1.8% |
| 30D | +6.7% | +158.7% | -152.1% | -3.0% |
| 3M | -6.8% | +182.1% | -188.9% | -16.6% |
| 6M | +29.4% | +151.8% | -122.4% | +16.8% |
| YTD | +139.1% | +393.6% | -254.5% | +100.0% |
| 1Y | +521.0% | +499.5% | +21.5% | +408.4% |
| 3Y | +1,535.3% | +29.3% | +1,506.0% | +1,388.2% |
| 5Y | +889.8% | -65.1% | +954.9% | +827.8% |
| All | +2,002.7% | +561.6% | +1,441.1% | +1,589.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling