-5.3%
PATH vs MRNA
+945.0%
-950.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +13.1% | -10.2% | +2.6% |
| 7D | -4.8% | +20.6% | -25.4% | -5.2% |
| 30D | +2.7% | +27.1% | -24.5% | +2.1% |
| 3M | -4.2% | +353.4% | -357.6% | -9.6% |
| 6M | +24.7% | +446.3% | -421.5% | +15.3% |
| YTD | -17.6% | +776.2% | -793.7% | -30.9% |
| 1Y | -5.3% | +987.9% | -993.2% | -25.0% |
| All | -5.3% | +945.0% | -950.3% | -25.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling