+987.9%
MRNA vs MTUM
+9.7%
+978.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -2.0% | +15.1% | +13.6% |
| 7D | +20.6% | -10.1% | +30.7% | +24.3% |
| 30D | +27.1% | -15.6% | +42.7% | +32.5% |
| 3M | +353.4% | -12.7% | +366.1% | +370.7% |
| 6M | +446.3% | -3.7% | +450.0% | +381.9% |
| YTD | +776.2% | +9.4% | +766.7% | +559.4% |
| 1Y | +987.9% | +10.2% | +977.7% | +708.3% |
| All | +987.9% | +9.7% | +978.2% | +708.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MTUM.
Daily Out/Under-Performance
Portfolio return minus MTUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTUM 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 MTUM 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