+674.0%
MRNA vs RVTY
+47.9%
+626.1%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.8% | +2.6% | +3.6% |
| 7D | -1.1% | -4.5% | +3.5% | +2.0% |
| 30D | +126.1% | +5.5% | +120.7% | +119.7% |
| 3M | +190.0% | +22.5% | +167.5% | +157.1% |
| 6M | +157.2% | +38.9% | +118.3% | +111.1% |
| YTD | +388.2% | +28.7% | +359.5% | +321.1% |
| 1Y | +467.0% | +45.5% | +421.5% | +354.1% |
| 3Y | +36.1% | +16.4% | +19.7% | +22.0% |
| 5Y | -68.0% | -32.7% | -35.2% | -63.3% |
| All | +674.0% | +47.9% | +626.1% | +641.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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