-66.8%
MRNA vs SUI
-32.1%
-34.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.5% | -2.1% | -2.8% |
| 7D | -9.0% | -3.1% | -5.9% | -7.6% |
| 30D | +137.2% | -2.3% | +139.5% | +141.2% |
| 3M | +194.8% | -2.8% | +197.6% | +199.1% |
| 6M | +167.2% | -12.4% | +179.6% | +183.0% |
| YTD | +375.9% | -3.3% | +379.2% | +381.5% |
| 1Y | +465.2% | -5.8% | +471.0% | +479.4% |
| 3Y | +30.4% | +12.5% | +17.9% | +18.5% |
| 5Y | -66.8% | -32.9% | -34.0% | -64.0% |
| All | -66.8% | -32.1% | -34.7% | -64.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling