+1,248.5%
MRNA vs CASY
+484.4%
+764.1%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +0.9% | -7.7% | -6.9% |
| 7D | +9.8% | +5.0% | +4.8% | +9.1% |
| 30D | +11.5% | +8.2% | +3.3% | +10.2% |
| 3M | +319.4% | -18.2% | +337.6% | +328.2% |
| 6M | +361.5% | -18.6% | +380.1% | +368.2% |
| YTD | +750.6% | +26.8% | +723.8% | +679.3% |
| 1Y | +913.0% | +31.6% | +881.4% | +820.2% |
| 3Y | +258.1% | +156.5% | +101.6% | +175.2% |
| 5Y | +9.6% | +258.6% | -249.1% | -22.7% |
| All | +1,248.5% | +484.4% | +764.1% | +645.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling