+1,322.5%
LITE vs MRNA
+1,122.7%
+199.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +5.8% | +4.9% | +10.4% |
| 7D | -12.9% | +21.8% | -34.7% | -13.7% |
| 30D | -46.0% | +19.6% | -65.5% | -46.4% |
| 3M | -33.0% | +354.6% | -387.7% | -40.5% |
| 6M | -34.0% | +394.9% | -429.0% | -42.4% |
| YTD | +61.7% | +812.2% | -750.4% | +31.6% |
| 1Y | +148.3% | +996.2% | -847.9% | +98.7% |
| 3Y | +1,408.5% | +287.0% | +1,121.5% | +1,197.7% |
| 5Y | +546.2% | +13.6% | +532.6% | +480.8% |
| All | +1,322.5% | +1,122.7% | +199.7% | +1,011.7% |
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