+674.0%
MRNA vs BTG
+166.4%
+507.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.4% | +5.0% | +5.3% |
| 7D | -1.1% | -3.8% | +2.7% | -0.3% |
| 30D | +126.1% | +3.6% | +122.5% | +124.8% |
| 3M | +190.0% | +32.0% | +158.0% | +176.4% |
| 6M | +157.2% | +3.4% | +153.9% | +153.4% |
| YTD | +388.2% | +20.8% | +367.4% | +368.8% |
| 1Y | +467.0% | +22.4% | +444.6% | +442.6% |
| 3Y | +36.1% | +91.7% | -55.6% | +21.2% |
| 5Y | -68.0% | +79.0% | -147.0% | -71.7% |
| All | +674.0% | +166.4% | +507.7% | +576.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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