+258.1%
MRNA vs STLD
+124.8%
+133.3%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +3.8% | -10.5% | -6.8% |
| 7D | +9.8% | -4.7% | +14.5% | +9.9% |
| 30D | +11.5% | -0.9% | +12.4% | +11.6% |
| 3M | +319.4% | -11.9% | +331.3% | +329.3% |
| 6M | +361.5% | +0.9% | +360.6% | +345.0% |
| YTD | +750.6% | +40.4% | +710.1% | +609.2% |
| 1Y | +913.0% | +56.6% | +856.5% | +707.6% |
| 3Y | +258.1% | +125.5% | +132.6% | +144.4% |
| All | +258.1% | +124.8% | +133.3% | +144.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 3y: compounded portfolio wealth divided by compounded STLD 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…
3y analysis · Full analysis span regression · 6 months rolling