+28.2%
MRNA vs CASY
+163.7%
-135.5%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -14.2% | +10.9% | -3.5% |
| 7D | -10.1% | -16.5% | +6.4% | -10.2% |
| 30D | +126.7% | -26.4% | +153.1% | +125.1% |
| 3M | +184.1% | -17.3% | +201.4% | +175.4% |
| 6M | +143.3% | -5.2% | +148.5% | +128.7% |
| YTD | +359.9% | +14.1% | +345.8% | +315.6% |
| 1Y | +454.2% | +16.6% | +437.6% | +398.1% |
| All | +28.2% | +163.7% | -135.5% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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