+23.8%
PATH vs MRNA
+439.6%
-415.8%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.3% | -5.3% | -0.2% |
| 7D | -5.3% | +14.6% | -20.0% | -5.5% |
| 30D | -0.5% | +29.4% | -29.9% | -0.9% |
| 3M | -7.1% | +371.9% | -379.1% | -10.6% |
| 6M | +23.8% | +421.0% | -397.2% | +24.7% |
| All | +23.8% | +439.6% | -415.8% | +24.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling