-26.3%
LOW vs MRNA
+485.7%
-512.0%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.4% | -5.3% | 0.0% |
| 7D | -3.7% | -1.1% | -2.6% | -3.7% |
| 30D | -8.9% | +126.1% | -135.0% | -11.3% |
| 3M | -10.4% | +190.0% | -200.4% | -13.9% |
| 6M | -19.4% | +157.2% | -176.6% | -22.4% |
| YTD | -17.1% | +388.2% | -405.3% | -21.3% |
| 1Y | -26.3% | +467.0% | -493.3% | -30.6% |
| All | -26.3% | +485.7% | -512.0% | -30.6% |
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