+1,248.5%
MRNA vs SUI
+41.2%
+1,207.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.9% | -5.9% | -6.6% |
| 7D | +9.8% | +3.4% | +6.4% | +9.2% |
| 30D | +11.5% | +4.6% | +6.9% | +10.3% |
| 3M | +319.4% | +1.6% | +317.8% | +318.5% |
| 6M | +361.5% | -3.5% | +365.0% | +363.2% |
| YTD | +750.6% | -1.0% | +751.6% | +749.5% |
| 1Y | +913.0% | -1.7% | +914.8% | +913.4% |
| 3Y | +258.1% | +18.4% | +239.7% | +248.0% |
| 5Y | +9.6% | -26.3% | +35.9% | +7.2% |
| All | +1,248.5% | +41.2% | +1,207.4% | +973.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling