+41.4%
MRNA vs BTSG
+389.4%
-348.0%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.5% | +3.9% | +5.1% |
| 7D | -1.1% | -3.3% | +2.2% | -0.4% |
| 30D | +126.1% | -1.6% | +127.7% | +125.9% |
| 3M | +190.0% | -6.9% | +196.9% | +192.4% |
| 6M | +157.2% | +42.1% | +115.1% | +131.3% |
| YTD | +388.2% | +56.8% | +331.4% | +328.9% |
| 1Y | +467.0% | +109.8% | +357.2% | +366.0% |
| All | +41.4% | +389.4% | -348.0% | -21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 5y: compounded portfolio wealth divided by compounded BTSG 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…
5y analysis · Full analysis span regression · 6 months rolling