+499.5%
MRNA vs LII
-28.2%
+527.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.2% | -3.4% | -2.9% |
| 7D | +5.5% | -0.7% | +6.2% | +5.7% |
| 30D | +158.7% | -12.6% | +171.3% | +176.6% |
| 3M | +182.1% | -24.4% | +206.6% | +209.9% |
| 6M | +151.8% | -28.7% | +180.5% | +188.1% |
| YTD | +393.6% | -19.1% | +412.7% | +405.2% |
| 1Y | +499.5% | -29.7% | +529.2% | +573.9% |
| All | +499.5% | -28.2% | +527.6% | +573.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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