+28.2%
MRNA vs SIMO
+469.0%
-440.8%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.1% | -5.5% | -3.6% |
| 7D | -10.1% | +14.5% | -24.6% | -11.8% |
| 30D | +126.7% | +20.4% | +106.3% | +117.7% |
| 3M | +184.1% | +7.1% | +177.0% | +172.3% |
| 6M | +143.3% | +129.2% | +14.0% | +78.4% |
| YTD | +359.9% | +201.9% | +157.9% | +194.0% |
| 1Y | +454.2% | +235.5% | +218.7% | +236.2% |
| All | +28.2% | +469.0% | -440.8% | -35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 3y: compounded portfolio wealth divided by compounded SIMO 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…
3y analysis · Full analysis span regression · 6 months rolling