+682.5%
MRNA vs SUI
+40.0%
+642.6%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.2% |
| 7D | +5.5% | -2.8% | +8.3% | +6.1% |
| 30D | +158.7% | -1.2% | +159.9% | +159.8% |
| 3M | +182.1% | -1.7% | +183.9% | +183.1% |
| 6M | +151.8% | -10.5% | +162.3% | +156.2% |
| YTD | +393.6% | -1.8% | +395.4% | +394.8% |
| 1Y | +499.5% | -4.1% | +503.5% | +503.4% |
| 3Y | +29.3% | +11.3% | +18.1% | +26.8% |
| 5Y | -65.1% | -32.1% | -33.0% | -66.0% |
| All | +682.5% | +40.0% | +642.6% | +525.1% |
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