+987.9%
MRNA vs SPXU
-30.4%
+1,018.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -4.9% | +18.0% | +9.1% |
| 7D | +20.6% | +2.2% | +18.5% | +23.2% |
| 30D | +27.1% | +3.8% | +23.4% | +32.7% |
| 3M | +353.4% | +3.3% | +350.1% | +378.5% |
| 6M | +446.3% | -16.7% | +463.0% | +414.3% |
| YTD | +776.2% | -28.6% | +804.8% | +664.5% |
| 1Y | +987.9% | -30.6% | +1,018.5% | +839.8% |
| All | +987.9% | -30.4% | +1,018.3% | +839.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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