+29.1%
MRNA vs LTH
+153.7%
-124.6%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.4% | +0.9% |
| 7D | -8.2% | -3.7% | -4.5% | -7.5% |
| 30D | +125.6% | -5.3% | +130.9% | +126.7% |
| 3M | +197.1% | +24.2% | +172.9% | +175.6% |
| 6M | +148.5% | +54.8% | +93.7% | +115.2% |
| YTD | +363.3% | +56.1% | +307.2% | +299.4% |
| 1Y | +462.0% | +45.5% | +416.4% | +393.7% |
| All | +29.1% | +153.7% | -124.6% | -7.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling