+218.1%
MRNA vs SIMO
+221.6%
-3.5%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -5.6% | +2.1% | -2.6% |
| 7D | -12.1% | +4.1% | -16.2% | -12.6% |
| 30D | -1.3% | -24.0% | +22.7% | +2.5% |
| 3M | +250.9% | -31.8% | +282.7% | +264.0% |
| 6M | +343.0% | -36.9% | +379.9% | +352.8% |
| YTD | +657.4% | +84.8% | +572.6% | +410.3% |
| 1Y | +794.9% | +99.0% | +695.9% | +483.0% |
| 3Y | +218.1% | +217.9% | +0.2% | +57.3% |
| All | +218.1% | +221.6% | -3.5% | +57.3% |
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