+218.1%
MRNA vs M
+158.0%
+60.2%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.5% | -5.0% | -4.0% |
| 7D | -12.1% | +7.0% | -19.1% | -14.3% |
| 30D | -1.3% | +8.9% | -10.2% | -4.5% |
| 3M | +250.9% | +4.5% | +246.4% | +245.4% |
| 6M | +343.0% | +36.2% | +306.8% | +292.5% |
| YTD | +657.4% | +15.1% | +642.3% | +604.0% |
| 1Y | +794.9% | +27.4% | +767.5% | +698.2% |
| 3Y | +218.1% | +160.1% | +58.0% | +115.9% |
| All | +218.1% | +158.0% | +60.2% | +115.9% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 M 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