+836.6%
SE vs MRNA
+537.9%
+298.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.6% | +4.7% | +1.5% |
| 7D | +0.6% | -9.0% | +9.6% | +1.6% |
| 30D | -0.1% | +137.2% | -137.3% | -18.6% |
| 3M | +34.1% | +194.8% | -160.7% | +4.1% |
| 6M | +23.2% | +167.2% | -144.0% | -3.1% |
| YTD | -11.2% | +375.9% | -387.0% | -38.1% |
| 1Y | -40.5% | +465.2% | -505.7% | -60.4% |
| 3Y | +196.3% | +30.4% | +165.9% | +144.5% |
| 5Y | -67.0% | -66.8% | -0.2% | -68.3% |
| All | +836.6% | +537.9% | +298.7% | +651.6% |
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