+499.5%
MRNA vs USFR
+4.0%
+495.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -3.2% |
| 7D | +5.5% | +0.1% | +5.4% | +2.4% |
| 30D | +158.7% | +0.3% | +158.4% | +144.9% |
| 3M | +182.1% | +1.0% | +181.1% | +195.1% |
| 6M | +151.8% | +1.9% | +149.9% | +185.7% |
| YTD | +393.6% | +2.6% | +390.9% | +430.3% |
| 1Y | +499.5% | +4.0% | +495.5% | +759.1% |
| All | +499.5% | +4.0% | +495.5% | +759.1% |
Cumulative growth
Daily Returns
Daily percentage return beside USFR.
Daily Out/Under-Performance
Portfolio return minus USFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFR 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 USFR 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