+157.9%
RSP vs MRNA
+561.6%
-403.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.8% | -0.4% |
| 7D | -0.8% | +5.5% | -6.2% | -1.0% |
| 30D | -0.3% | +158.7% | -159.1% | -6.1% |
| 3M | +4.3% | +182.1% | -177.9% | -2.5% |
| 6M | +8.8% | +151.8% | -143.0% | +2.2% |
| YTD | +15.3% | +393.6% | -378.3% | +4.1% |
| 1Y | +18.3% | +499.5% | -481.2% | +5.5% |
| 3Y | +52.8% | +29.3% | +23.5% | +43.6% |
| 5Y | +51.7% | -65.1% | +116.8% | +44.3% |
| All | +157.9% | +561.6% | -403.7% | +130.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling