+499.5%
MRNA vs LTH
+54.1%
+445.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.6% | -2.3% |
| 7D | +5.5% | -0.6% | +6.1% | +5.6% |
| 30D | +158.7% | -4.6% | +163.3% | +159.1% |
| 3M | +182.1% | +32.8% | +149.3% | +150.2% |
| 6M | +151.8% | +64.6% | +87.2% | +104.8% |
| YTD | +393.6% | +62.6% | +330.9% | +297.3% |
| 1Y | +499.5% | +49.9% | +449.5% | +474.2% |
| All | +499.5% | +54.1% | +445.3% | +474.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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