+499.5%
MRNA vs IR
-1.2%
+500.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.3% | -3.5% | -2.8% |
| 7D | +5.5% | -2.8% | +8.3% | +6.8% |
| 30D | +158.7% | -15.1% | +173.9% | +179.1% |
| 3M | +182.1% | +6.1% | +176.1% | +170.6% |
| 6M | +151.8% | -16.8% | +168.6% | +175.6% |
| YTD | +393.6% | -3.5% | +397.1% | +387.6% |
| 1Y | +499.5% | -3.5% | +503.0% | +495.0% |
| All | +499.5% | -1.2% | +500.7% | +495.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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