-70.3%
MRNA vs LII
+21.2%
-91.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.4% | -0.9% | -2.0% |
| 7D | -10.1% | +0.5% | -10.6% | -10.4% |
| 30D | +126.7% | -11.2% | +138.0% | +143.7% |
| 3M | +184.1% | -28.8% | +212.9% | +232.7% |
| 6M | +143.3% | -26.9% | +170.2% | +177.1% |
| YTD | +359.9% | -22.2% | +382.0% | +403.1% |
| 1Y | +454.2% | -32.0% | +486.1% | +554.8% |
| 3Y | +26.0% | -0.4% | +26.4% | +21.3% |
| 5Y | -70.3% | +22.4% | -92.7% | -78.9% |
| All | -70.3% | +21.2% | -91.4% | -78.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling