+745.4%
MRNA vs ONTO
+696.1%
+49.3%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +4.6% | +0.8% | +4.5% |
| 7D | -1.1% | +4.9% | -6.0% | -2.0% |
| 30D | +126.1% | -16.6% | +142.7% | +132.6% |
| 3M | +190.0% | -7.3% | +197.4% | +183.7% |
| 6M | +157.2% | +45.9% | +111.3% | +123.6% |
| YTD | +388.2% | +78.2% | +310.0% | +304.3% |
| 1Y | +467.0% | +159.8% | +307.2% | +327.1% |
| 3Y | +36.1% | +123.4% | -87.3% | +0.4% |
| 5Y | -68.0% | +265.8% | -333.8% | -78.9% |
| All | +745.4% | +696.1% | +49.3% | +477.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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