+499.5%
MRNA vs OTIS
-14.9%
+514.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.9% | -1.8% |
| 7D | +5.5% | -0.7% | +6.2% | +6.2% |
| 30D | +158.7% | -2.0% | +160.7% | +160.4% |
| 3M | +182.1% | +2.6% | +179.6% | +179.1% |
| 6M | +151.8% | -20.9% | +172.7% | +174.5% |
| YTD | +393.6% | -17.1% | +410.7% | +419.3% |
| 1Y | +499.5% | -15.9% | +515.4% | +500.8% |
| All | +499.5% | -14.9% | +514.4% | +500.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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