-73.1%
SMR vs MRNA
+511.3%
-584.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | -0.3% |
| 7D | +4.4% | +5.5% | -1.1% | +3.8% |
| 30D | +3.4% | +158.7% | -155.3% | -14.4% |
| 3M | -19.2% | +182.1% | -201.3% | -36.0% |
| 6M | -22.6% | +151.8% | -174.5% | -36.6% |
| YTD | -31.5% | +393.6% | -425.1% | -55.8% |
| 1Y | -73.1% | +499.5% | -572.5% | -82.8% |
| All | -73.1% | +511.3% | -584.4% | -82.8% |
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