+629.1%
MRNA vs SMTC
+224.6%
+404.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.8% | -4.2% | -3.5% |
| 7D | -10.1% | +22.5% | -32.6% | -12.6% |
| 30D | +126.7% | +24.9% | +101.8% | +117.3% |
| 3M | +184.1% | +4.1% | +180.0% | +176.0% |
| 6M | +143.3% | +92.6% | +50.7% | +106.0% |
| YTD | +359.9% | +122.5% | +237.4% | +276.6% |
| 1Y | +454.2% | +166.2% | +288.0% | +335.1% |
| 3Y | +26.0% | +577.2% | -551.2% | -26.3% |
| 5Y | -70.3% | +119.0% | -189.2% | -78.7% |
| All | +629.1% | +224.6% | +404.5% | +426.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling