-48.8%
SE vs MRNA
+945.0%
-993.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +13.1% | -8.7% | +4.0% |
| 7D | +6.7% | +20.6% | -14.0% | +5.9% |
| 30D | -17.2% | +27.1% | -44.4% | -18.1% |
| 3M | -28.0% | +353.4% | -381.4% | -34.4% |
| 6M | -6.1% | +446.3% | -452.4% | -17.5% |
| YTD | -37.1% | +776.2% | -813.3% | -48.1% |
| 1Y | -48.8% | +987.9% | -1,036.7% | -59.8% |
| All | -48.8% | +945.0% | -993.8% | -59.8% |
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