-69.6%
MRNA vs OPEN
-85.3%
+15.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -6.7% | +7.4% | +1.8% |
| 7D | -8.2% | -10.5% | +2.3% | -6.7% |
| 30D | +125.6% | -21.8% | +147.3% | +135.7% |
| 3M | +197.1% | -37.5% | +234.6% | +219.5% |
| 6M | +148.5% | -44.1% | +192.6% | +169.3% |
| YTD | +363.3% | -52.0% | +415.2% | +409.0% |
| 1Y | +462.0% | -52.2% | +514.2% | +485.2% |
| 3Y | +26.9% | -25.9% | +52.8% | +4.9% |
| 5Y | -69.6% | -85.1% | +15.5% | -74.4% |
| All | -69.6% | -85.3% | +15.7% | -74.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling