+36.1%
MRNA vs BTDR
+4.4%
+31.7%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.7% | +1.7% | +4.9% |
| 7D | -1.1% | -3.4% | +2.3% | -0.7% |
| 30D | +126.1% | +32.6% | +93.5% | +118.4% |
| 3M | +190.0% | -32.2% | +222.3% | +195.6% |
| 6M | +157.2% | +52.4% | +104.9% | +143.0% |
| YTD | +388.2% | +6.7% | +381.5% | +370.4% |
| 1Y | +467.0% | -15.2% | +482.3% | +448.7% |
| 3Y | +36.1% | +14.9% | +21.2% | +22.7% |
| All | +36.1% | +4.4% | +31.7% | +22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 3y: compounded portfolio wealth divided by compounded BTDR 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…
3y analysis · Full analysis span regression · 6 months rolling