+499.5%
MRNA vs SUI
-2.0%
+501.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -1.8% |
| 7D | +5.5% | -2.8% | +8.3% | +9.0% |
| 30D | +158.7% | -1.2% | +159.9% | +164.7% |
| 3M | +182.1% | -1.7% | +183.9% | +185.9% |
| 6M | +151.8% | -10.5% | +162.3% | +172.3% |
| YTD | +393.6% | -1.8% | +395.4% | +384.9% |
| 1Y | +499.5% | -4.1% | +503.5% | +507.9% |
| All | +499.5% | -2.0% | +501.5% | +507.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 1y: compounded portfolio wealth divided by compounded SUI 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…
1y analysis · Full analysis span regression · 6 months rolling