+30.4%
MRNA vs MOS
-21.8%
+52.2%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.6% | -6.2% | -4.8% |
| 7D | -9.0% | +7.1% | -16.1% | -12.0% |
| 30D | +137.2% | +15.0% | +122.1% | +120.4% |
| 3M | +194.8% | +24.1% | +170.7% | +167.5% |
| 6M | +167.2% | +2.7% | +164.5% | +152.0% |
| YTD | +375.9% | +12.2% | +363.7% | +335.0% |
| 1Y | +465.2% | -16.3% | +481.5% | +461.5% |
| 3Y | +30.4% | -23.3% | +53.7% | +35.9% |
| All | +30.4% | -21.8% | +52.2% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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