-53.5%
MRNA vs LTH
+150.5%
-203.9%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | 0.0% | +5.3% | +5.4% |
| 7D | -1.1% | -4.0% | +2.9% | -0.2% |
| 30D | +126.1% | -5.3% | +131.4% | +127.7% |
| 3M | +190.0% | +19.0% | +171.0% | +175.0% |
| 6M | +157.2% | +55.8% | +101.4% | +126.9% |
| YTD | +388.2% | +56.1% | +332.1% | +329.7% |
| 1Y | +467.0% | +41.3% | +425.8% | +410.8% |
| 3Y | +36.1% | +156.6% | -120.6% | +3.7% |
| All | -53.5% | +150.5% | -203.9% | -67.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling