+634.5%
MRNA vs SUI
+34.7%
+599.8%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +0.9% |
| 7D | -8.2% | -4.1% | -4.1% | -7.5% |
| 30D | +125.6% | -3.2% | +128.7% | +127.6% |
| 3M | +197.1% | -8.4% | +205.5% | +201.9% |
| 6M | +148.5% | -14.4% | +162.8% | +155.0% |
| YTD | +363.3% | -5.5% | +368.8% | +368.0% |
| 1Y | +462.0% | -7.3% | +469.3% | +469.7% |
| 3Y | +26.9% | +9.9% | +17.0% | +25.1% |
| 5Y | -69.6% | -31.6% | -38.0% | -70.0% |
| All | +634.5% | +34.7% | +599.8% | +491.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling