+285.6%
SPOT vs MRNA
+521.0%
-235.4%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -1.0% | -0.3% |
| 7D | -6.9% | -8.2% | +1.4% | -6.4% |
| 30D | +4.1% | +125.6% | -121.4% | -5.7% |
| 3M | +3.7% | +197.1% | -193.4% | -8.8% |
| 6M | -1.6% | +148.5% | -150.1% | -12.3% |
| YTD | -10.2% | +363.3% | -373.4% | -25.1% |
| 1Y | -25.9% | +462.0% | -487.9% | -39.7% |
| 3Y | +235.6% | +26.9% | +208.7% | +204.7% |
| 5Y | +110.6% | -69.6% | +180.2% | +103.3% |
| All | +285.6% | +521.0% | -235.4% | +243.9% |
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 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