+121.7%
MRNA vs OPEN
-74.0%
+195.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.4% | +5.7% | +5.4% |
| 7D | -1.1% | -11.4% | +10.3% | +0.8% |
| 30D | +126.1% | -20.1% | +146.2% | +136.0% |
| 3M | +190.0% | -37.6% | +227.6% | +213.3% |
| 6M | +157.2% | -47.1% | +204.3% | +182.2% |
| YTD | +388.2% | -52.1% | +440.3% | +439.6% |
| 1Y | +467.0% | -73.5% | +540.5% | +563.8% |
| 3Y | +36.1% | -24.4% | +60.5% | +10.1% |
| 5Y | -68.0% | -85.1% | +17.2% | -69.2% |
| All | +121.7% | -74.0% | +195.7% | +109.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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