-65.7%
MRNA vs OWL
-15.1%
-50.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.2% | +4.1% | +4.8% |
| 7D | -1.1% | -10.1% | +9.0% | +3.9% |
| 30D | +126.1% | -11.9% | +138.0% | +140.5% |
| 3M | +190.0% | +10.7% | +179.3% | +178.4% |
| 6M | +157.2% | +22.1% | +135.1% | +134.8% |
| YTD | +388.2% | -24.8% | +413.0% | +444.6% |
| 1Y | +467.0% | -39.2% | +506.2% | +587.6% |
| 3Y | +36.1% | +1.7% | +34.3% | +21.7% |
| All | -65.7% | -15.1% | -50.6% | -69.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OWL.
Daily Out/Under-Performance
Portfolio return minus OWL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OWL 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 OWL 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