+1,100.9%
MRNA vs SUI
+40.3%
+1,060.6%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.9% | -4.4% | -3.6% |
| 7D | -12.1% | -1.5% | -10.6% | -11.9% |
| 30D | -1.3% | +3.7% | -5.0% | -2.2% |
| 3M | +250.9% | -0.4% | +251.3% | +251.3% |
| 6M | +343.0% | -2.8% | +345.8% | +344.2% |
| YTD | +657.4% | -1.6% | +659.1% | +657.5% |
| 1Y | +794.9% | -2.1% | +797.0% | +795.7% |
| 3Y | +218.1% | +18.5% | +199.7% | +209.3% |
| 5Y | -3.4% | -26.5% | +23.1% | -5.3% |
| All | +1,100.9% | +40.3% | +1,060.6% | +857.1% |
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