+499.5%
MRNA vs BTI
+5.0%
+494.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.1% | -2.8% |
| 7D | +5.5% | -1.4% | +6.9% | +4.7% |
| 30D | +158.7% | -6.6% | +165.3% | +155.0% |
| 3M | +182.1% | -3.0% | +185.1% | +180.1% |
| 6M | +151.8% | -6.7% | +158.5% | +149.9% |
| YTD | +393.6% | +0.6% | +393.0% | +396.1% |
| 1Y | +499.5% | +5.6% | +493.9% | +581.0% |
| All | +499.5% | +5.0% | +494.5% | +581.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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