+462.0%
MRNA vs LII
-32.5%
+494.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.6% | +1.2% |
| 7D | -8.2% | -3.5% | -4.7% | -6.4% |
| 30D | +125.6% | -13.5% | +139.1% | +144.5% |
| 3M | +197.1% | -26.0% | +223.1% | +230.2% |
| 6M | +148.5% | -26.8% | +175.3% | +176.1% |
| YTD | +363.3% | -22.9% | +386.1% | +386.1% |
| 1Y | +462.0% | -32.6% | +494.6% | +545.6% |
| All | +462.0% | -32.5% | +494.5% | +545.6% |
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