+327.2%
SMH vs MRNA
-67.9%
+395.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.4% | -3.9% | +1.1% |
| 7D | +0.3% | -1.1% | +1.4% | +0.3% |
| 30D | -2.8% | +126.1% | -128.9% | -13.6% |
| 3M | -6.7% | +190.0% | -196.7% | -21.8% |
| 6M | +41.8% | +157.2% | -115.5% | +21.1% |
| YTD | +57.9% | +388.2% | -330.3% | +18.7% |
| 1Y | +87.6% | +467.0% | -379.4% | +35.7% |
| 3Y | +282.9% | +36.1% | +246.9% | +236.4% |
| All | +327.2% | -67.9% | +395.1% | +307.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling