+634.5%
MRNA vs SPXU
-98.8%
+733.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | +1.3% |
| 7D | -8.2% | +6.4% | -14.6% | -6.6% |
| 30D | +125.6% | +5.9% | +119.6% | +130.1% |
| 3M | +197.1% | -11.7% | +208.7% | +190.3% |
| 6M | +148.5% | -28.7% | +177.2% | +132.5% |
| YTD | +363.3% | -26.4% | +389.6% | +339.8% |
| 1Y | +462.0% | -35.2% | +497.2% | +420.7% |
| 3Y | +26.9% | -79.8% | +106.7% | -2.1% |
| 5Y | -69.6% | -86.1% | +16.5% | -76.2% |
| All | +634.5% | -98.8% | +733.4% | +356.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling