+36.1%
MRNA vs TRU
-1.3%
+37.4%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.0% | +4.4% | +4.9% |
| 7D | -1.1% | -2.7% | +1.6% | +0.3% |
| 30D | +126.1% | -2.0% | +128.2% | +130.6% |
| 3M | +190.0% | +18.4% | +171.6% | +176.3% |
| 6M | +157.2% | +8.9% | +148.4% | +150.4% |
| YTD | +388.2% | -8.9% | +397.1% | +400.9% |
| 1Y | +467.0% | -15.9% | +482.9% | +497.5% |
| 3Y | +36.1% | -1.1% | +37.2% | +44.1% |
| All | +36.1% | -1.3% | +37.4% | +44.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling