+35.3%
O vs MRNA
+554.4%
-519.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.4% | -5.5% | -0.1% |
| 7D | -2.9% | -1.1% | -1.8% | -2.9% |
| 30D | -4.5% | +126.1% | -130.6% | -5.4% |
| 3M | -2.6% | +190.0% | -192.7% | -3.7% |
| 6M | -5.6% | +157.2% | -162.9% | -6.6% |
| YTD | +9.3% | +388.2% | -378.9% | +7.6% |
| 1Y | +4.3% | +467.0% | -462.7% | +2.6% |
| 3Y | +27.4% | +36.1% | -8.6% | +25.5% |
| 5Y | +17.1% | -68.0% | +85.0% | +11.2% |
| All | +35.3% | +554.4% | -519.1% | +57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 MRNA 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