-70.3%
MRNA vs STLD
+294.9%
-365.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.5% | -3.4% |
| 7D | -10.1% | -2.8% | -7.3% | -9.7% |
| 30D | +126.7% | -10.4% | +137.1% | +131.6% |
| 3M | +184.1% | -10.6% | +194.7% | +188.6% |
| 6M | +143.3% | +32.7% | +110.6% | +116.3% |
| YTD | +359.9% | +42.8% | +317.0% | +296.8% |
| 1Y | +454.2% | +86.9% | +367.2% | +336.4% |
| 3Y | +26.0% | +143.8% | -117.8% | -9.5% |
| 5Y | -70.3% | +293.5% | -363.7% | -82.3% |
| All | -70.3% | +294.9% | -365.1% | -82.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling