+499.5%
MRNA vs TRI
-38.3%
+537.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.4% | +3.2% | -0.2% |
| 7D | +5.5% | -0.5% | +6.0% | +5.5% |
| 30D | +158.7% | +7.9% | +150.9% | +154.0% |
| 3M | +182.1% | +24.1% | +158.1% | +172.6% |
| 6M | +151.8% | +3.8% | +148.0% | +147.6% |
| YTD | +393.6% | -16.9% | +410.4% | +415.1% |
| 1Y | +499.5% | -38.4% | +537.9% | +532.5% |
| All | +499.5% | -38.3% | +537.7% | +532.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1y: compounded portfolio wealth divided by compounded TRI 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…
1y analysis · Full analysis span regression · 6 months rolling