+27.4%
O vs MRNA
+34.8%
-7.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.4% | -5.5% | -0.2% |
| 7D | -2.9% | -1.1% | -1.8% | -2.8% |
| 30D | -4.5% | +126.1% | -130.6% | -6.5% |
| 3M | -2.6% | +190.0% | -192.7% | -5.6% |
| 6M | -5.6% | +157.2% | -162.9% | -8.2% |
| YTD | +9.3% | +388.2% | -378.9% | +3.3% |
| 1Y | +4.3% | +467.0% | -462.7% | -2.2% |
| 3Y | +27.4% | +36.1% | -8.6% | +21.0% |
| All | +27.4% | +34.8% | -7.4% | +21.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling