-69.6%
MRNA vs STLA
-63.7%
-5.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.8% |
| 7D | -8.2% | -3.8% | -4.4% | -6.3% |
| 30D | +125.6% | -3.1% | +128.7% | +132.8% |
| 3M | +197.1% | -19.6% | +216.7% | +226.8% |
| 6M | +148.5% | -23.5% | +172.0% | +177.5% |
| YTD | +363.3% | -51.5% | +414.8% | +508.1% |
| 1Y | +462.0% | -39.7% | +501.6% | +553.8% |
| 3Y | +26.9% | -66.3% | +93.2% | +85.4% |
| 5Y | -69.6% | -63.1% | -6.5% | -62.0% |
| All | -69.6% | -63.7% | -5.9% | -62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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