-67.4%
MRNA vs RVTY
-34.9%
-32.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.3% | +3.1% | +2.7% |
| 7D | -8.2% | -7.4% | -0.8% | -2.2% |
| 30D | +125.6% | +4.5% | +121.1% | +119.3% |
| 3M | +197.1% | +19.5% | +177.6% | +160.1% |
| 6M | +148.5% | +34.1% | +114.4% | +98.4% |
| YTD | +363.3% | +25.3% | +338.0% | +291.2% |
| 1Y | +462.0% | +47.0% | +415.0% | +318.8% |
| 3Y | +26.9% | +14.1% | +12.8% | +10.6% |
| All | -67.4% | -34.9% | -32.5% | -58.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling