+173.9%
RCL vs MRNA
+34.8%
+139.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.4% | -4.9% | +0.2% |
| 7D | -1.9% | -1.1% | -0.8% | -1.9% |
| 30D | -15.5% | +126.1% | -141.7% | -21.6% |
| 3M | -9.7% | +190.0% | -199.7% | -20.6% |
| 6M | -8.7% | +157.2% | -166.0% | -18.4% |
| YTD | -5.8% | +388.2% | -393.9% | -25.6% |
| 1Y | -24.5% | +467.0% | -491.5% | -42.3% |
| 3Y | +173.9% | +36.1% | +137.8% | +135.5% |
| All | +173.9% | +34.8% | +139.1% | +135.5% |
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