+987.9%
MRNA vs SM
+70.4%
+917.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -15.3% | +28.4% | +11.2% |
| 7D | +20.6% | -21.5% | +42.1% | +18.0% |
| 30D | +27.1% | -11.4% | +38.5% | +25.3% |
| 3M | +353.4% | +0.6% | +352.8% | +347.7% |
| 6M | +446.3% | +0.2% | +446.0% | +442.4% |
| YTD | +776.2% | +69.7% | +706.5% | +676.6% |
| 1Y | +987.9% | +71.6% | +916.4% | +850.2% |
| All | +987.9% | +70.4% | +917.5% | +850.2% |
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