+674.0%
MRNA vs BIL
+22.5%
+651.6%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | 0.0% | +5.3% | +5.6% |
| 7D | -1.1% | +0.1% | -1.1% | -0.8% |
| 30D | +126.1% | +0.3% | +125.8% | +130.3% |
| 3M | +190.0% | +0.9% | +189.1% | +209.3% |
| 6M | +157.2% | +1.8% | +155.4% | +194.3% |
| YTD | +388.2% | +2.5% | +385.7% | +482.9% |
| 1Y | +467.0% | +3.7% | +463.3% | +641.0% |
| 3Y | +36.1% | +14.1% | +21.9% | +210.3% |
| 5Y | -68.0% | +19.5% | -87.4% | -24.8% |
| All | +674.0% | +22.5% | +651.6% | +443.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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