+499.5%
MRNA vs SM
+36.8%
+462.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.1% | +0.9% | -2.0% |
| 7D | +5.5% | -0.5% | +6.0% | +5.6% |
| 30D | +158.7% | +25.6% | +133.2% | +157.8% |
| 3M | +182.1% | +8.0% | +174.1% | +183.8% |
| 6M | +151.8% | +50.8% | +101.0% | +136.9% |
| YTD | +393.6% | +97.9% | +295.7% | +332.6% |
| 1Y | +499.5% | +33.8% | +465.7% | +444.4% |
| All | +499.5% | +36.8% | +462.7% | +444.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 1y: compounded portfolio wealth divided by compounded SM 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…
1y analysis · Full analysis span regression · 6 months rolling