+674.0%
MRNA vs SMTC
+231.2%
+442.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +5.1% | +0.3% | +4.7% |
| 7D | -1.1% | +13.1% | -14.2% | -2.8% |
| 30D | +126.1% | +19.5% | +106.7% | +118.7% |
| 3M | +190.0% | +2.2% | +187.8% | +183.0% |
| 6M | +157.2% | +94.9% | +62.4% | +117.7% |
| YTD | +388.2% | +127.0% | +261.2% | +298.8% |
| 1Y | +467.0% | +174.6% | +292.5% | +343.1% |
| 3Y | +36.1% | +615.9% | -579.8% | -21.1% |
| 5Y | -68.0% | +125.6% | -193.6% | -77.1% |
| All | +674.0% | +231.2% | +442.9% | +457.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 10y: compounded portfolio wealth divided by compounded SMTC 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…
10y analysis · Full analysis span regression · 6 months rolling