+674.0%
MRNA vs ATI
+662.2%
+11.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.1% | +5.5% | +5.4% |
| 7D | -1.1% | -5.6% | +4.6% | -1.0% |
| 30D | +126.1% | -13.7% | +139.9% | +126.5% |
| 3M | +190.0% | -0.4% | +190.4% | +188.4% |
| 6M | +157.2% | +26.2% | +131.0% | +152.8% |
| YTD | +388.2% | +73.2% | +315.0% | +375.6% |
| 1Y | +467.0% | +161.6% | +305.4% | +446.7% |
| 3Y | +36.1% | +346.2% | -310.1% | +31.2% |
| 5Y | -68.0% | +1,047.6% | -1,115.6% | -67.2% |
| All | +674.0% | +662.2% | +11.9% | +808.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 10y: compounded portfolio wealth divided by compounded ATI 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…
10y analysis · Full analysis span regression · 6 months rolling