+181.6%
SE vs MRNA
+27.9%
+153.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.7% | -1.0% |
| 7D | -4.8% | -8.2% | +3.4% | -4.4% |
| 30D | -18.1% | +125.6% | -143.7% | -24.4% |
| 3M | +30.6% | +197.1% | -166.4% | +16.0% |
| 6M | +20.8% | +148.5% | -127.7% | +9.3% |
| YTD | -15.6% | +363.3% | -378.9% | -29.4% |
| 1Y | -44.2% | +462.0% | -506.2% | -54.8% |
| All | +181.6% | +27.9% | +153.7% | +174.7% |
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 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