+1,243.8%
SMH vs MRNA
+521.0%
+722.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.7% | -3.2% | -2.5% |
| 7D | +1.4% | -8.2% | +9.6% | +1.9% |
| 30D | -2.2% | +125.6% | -127.8% | -12.5% |
| 3M | -1.9% | +197.1% | -198.9% | -15.6% |
| 6M | +41.0% | +148.5% | -107.5% | +23.6% |
| YTD | +55.6% | +363.3% | -307.7% | +26.2% |
| 1Y | +86.8% | +462.0% | -375.2% | +47.4% |
| 3Y | +277.7% | +26.9% | +250.7% | +236.3% |
| 5Y | +324.2% | -69.6% | +393.8% | +301.4% |
| All | +1,243.8% | +521.0% | +722.8% | +1,023.7% |
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