+1,248.5%
MRNA vs STLD
+732.9%
+515.6%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +11.5% |
| 3M | +319.4% | -11.9% | +331.3% | +322.4% |
| 6M | +361.5% | +0.9% | +360.6% | +357.4% |
| YTD | +750.6% | +40.4% | +710.1% | +713.0% |
| 1Y | +913.0% | +56.6% | +856.5% | +858.3% |
| 3Y | +258.1% | +125.5% | +132.6% | +231.1% |
| 5Y | +9.6% | +292.8% | -283.3% | +4.0% |
| All | +1,248.5% | +732.9% | +515.6% | +1,387.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling