+233.5%
SPOT vs MRNA
+34.8%
+198.7%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.4% | -4.6% | +0.6% |
| 7D | -3.1% | -1.1% | -2.0% | -3.1% |
| 30D | +7.4% | +126.1% | -118.7% | +3.1% |
| 3M | +8.2% | +190.0% | -181.8% | +2.8% |
| 6M | +2.2% | +157.2% | -155.0% | -2.4% |
| YTD | -9.5% | +388.2% | -397.7% | -16.5% |
| 1Y | -23.8% | +467.0% | -490.9% | -30.5% |
| 3Y | +233.5% | +36.1% | +197.4% | +223.3% |
| All | +233.5% | +34.8% | +198.7% | +223.3% |
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