-65.7%
MRNA vs TRI
-10.0%
-55.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.7% | +3.7% | +4.6% |
| 7D | -1.1% | -7.9% | +6.8% | +2.6% |
| 30D | +126.1% | -4.5% | +130.6% | +130.9% |
| 3M | +190.0% | +22.1% | +167.9% | +171.5% |
| 6M | +157.2% | -2.8% | +160.0% | +157.8% |
| YTD | +388.2% | -23.4% | +411.6% | +442.2% |
| 1Y | +467.0% | -41.5% | +508.6% | +629.8% |
| 3Y | +36.1% | -19.2% | +55.3% | +33.0% |
| All | -65.7% | -10.0% | -55.7% | -74.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling