+674.0%
MRNA vs TRU
+29.1%
+645.0%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.0% | +4.4% | +5.0% |
| 7D | -1.1% | -2.7% | +1.6% | 0.0% |
| 30D | +126.1% | -2.0% | +128.2% | +129.6% |
| 3M | +190.0% | +18.4% | +171.6% | +177.4% |
| 6M | +157.2% | +8.9% | +148.4% | +151.0% |
| YTD | +388.2% | -8.9% | +397.1% | +398.2% |
| 1Y | +467.0% | -15.9% | +482.9% | +491.2% |
| 3Y | +36.1% | -1.1% | +37.2% | +33.5% |
| 5Y | -68.0% | -35.2% | -32.8% | -68.3% |
| All | +674.0% | +29.1% | +645.0% | +553.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling