+32.6%
MRNA vs LII
+1.5%
+31.1%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.4% | -2.2% | -2.8% |
| 7D | -9.0% | +2.1% | -11.1% | -10.1% |
| 30D | +137.2% | -12.4% | +149.6% | +155.9% |
| 3M | +194.8% | -24.8% | +219.6% | +232.8% |
| 6M | +167.2% | -25.2% | +192.4% | +198.7% |
| YTD | +375.9% | -20.3% | +396.1% | +409.0% |
| 1Y | +465.2% | -32.9% | +498.1% | +569.7% |
| All | +32.6% | +1.5% | +31.1% | +37.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling