+634.5%
MRNA vs TRU
+27.8%
+606.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.9% | +0.8% |
| 7D | -8.2% | -9.4% | +1.2% | -4.8% |
| 30D | +125.6% | -4.1% | +129.7% | +130.5% |
| 3M | +197.1% | +13.6% | +183.5% | +187.6% |
| 6M | +148.5% | +3.6% | +144.9% | +146.1% |
| YTD | +363.3% | -9.8% | +373.1% | +374.4% |
| 1Y | +462.0% | -13.6% | +475.6% | +481.6% |
| 3Y | +26.9% | -2.0% | +28.9% | +24.9% |
| 5Y | -69.6% | -35.8% | -33.8% | -69.8% |
| All | +634.5% | +27.8% | +606.7% | +522.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling