+674.0%
MRNA vs BTI
+188.7%
+485.3%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.7% | +4.7% | +5.4% |
| 7D | -1.1% | -0.2% | -0.9% | -1.1% |
| 30D | +126.1% | -1.1% | +127.2% | +126.0% |
| 3M | +190.0% | -8.8% | +198.8% | +190.6% |
| 6M | +157.2% | -4.0% | +161.2% | +156.6% |
| YTD | +388.2% | +0.4% | +387.8% | +385.7% |
| 1Y | +467.0% | +1.9% | +465.1% | +464.1% |
| 3Y | +36.1% | +108.5% | -72.4% | +26.0% |
| 5Y | -68.0% | +118.5% | -186.5% | -70.3% |
| All | +674.0% | +188.7% | +485.3% | +488.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling