+499.5%
MRNA vs LPLA
+0.7%
+498.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.3% |
| 7D | +5.5% | -3.1% | +8.5% | +4.8% |
| 30D | +158.7% | -0.1% | +158.8% | +157.3% |
| 3M | +182.1% | +23.2% | +158.9% | +173.7% |
| 6M | +151.8% | +15.5% | +136.3% | +145.4% |
| YTD | +393.6% | +0.9% | +392.7% | +390.4% |
| 1Y | +499.5% | +0.2% | +499.3% | +484.9% |
| All | +499.5% | +0.7% | +498.8% | +484.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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