-65.7%
MRNA vs SBAC
-43.5%
-22.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.2% | +3.1% | +4.6% |
| 7D | -1.1% | -2.1% | +1.0% | -0.3% |
| 30D | +126.1% | +2.0% | +124.1% | +124.8% |
| 3M | +190.0% | -8.3% | +198.3% | +197.3% |
| 6M | +157.2% | +0.3% | +156.9% | +151.6% |
| YTD | +388.2% | -2.2% | +390.4% | +380.9% |
| 1Y | +467.0% | -4.6% | +471.7% | +465.0% |
| 3Y | +36.1% | -8.3% | +44.4% | +33.3% |
| All | -65.7% | -43.5% | -22.2% | -56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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