+36.1%
MRNA vs LPLA
+46.5%
-10.5%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.9% | +3.5% | +5.2% |
| 7D | -1.1% | -1.5% | +0.5% | -0.9% |
| 30D | +126.1% | -6.0% | +132.1% | +127.5% |
| 3M | +190.0% | +24.0% | +166.0% | +173.7% |
| 6M | +157.2% | +17.0% | +140.2% | +145.2% |
| YTD | +388.2% | -0.7% | +388.9% | +382.0% |
| 1Y | +467.0% | +2.1% | +464.9% | +454.8% |
| 3Y | +36.1% | +48.7% | -12.6% | +27.9% |
| All | +36.1% | +46.5% | -10.5% | +27.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling