+1,237.0%
MRNA vs LII
+78.6%
+1,158.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.1% |
| 7D | -3.8% | -2.3% | -1.5% | -2.9% |
| 30D | +16.4% | -1.7% | +18.0% | +16.4% |
| 3M | +310.6% | -18.3% | +328.9% | +339.0% |
| 6M | +370.3% | -32.3% | +402.6% | +426.1% |
| YTD | +743.3% | -27.1% | +770.4% | +813.7% |
| 1Y | +841.7% | -27.2% | +868.8% | +921.7% |
| 3Y | +255.0% | -8.9% | +264.0% | +277.7% |
| 5Y | +10.1% | +19.7% | -9.5% | +2.2% |
| All | +1,237.0% | +78.6% | +1,158.4% | +946.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling