-65.7%
MRNA vs SPXU
-86.1%
+20.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -2.4% | +7.8% | +4.3% |
| 7D | -1.1% | +2.5% | -3.6% | +0.2% |
| 30D | +126.1% | +4.2% | +121.9% | +132.0% |
| 3M | +190.0% | -9.3% | +199.3% | +181.7% |
| 6M | +157.2% | -30.7% | +187.9% | +126.5% |
| YTD | +388.2% | -28.1% | +416.3% | +340.8% |
| 1Y | +467.0% | -35.2% | +502.3% | +395.3% |
| 3Y | +36.1% | -79.9% | +116.0% | -17.0% |
| All | -65.7% | -86.1% | +20.4% | -79.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling