+1,283.9%
STX vs MRNA
+34.8%
+1,249.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +5.4% | -9.1% | -3.8% |
| 7D | -2.3% | -1.1% | -1.2% | -2.2% |
| 30D | -5.5% | +126.1% | -131.6% | -7.2% |
| 3M | -4.3% | +190.0% | -194.3% | -11.3% |
| 6M | +115.6% | +157.2% | -41.6% | +103.1% |
| YTD | +202.2% | +388.2% | -186.0% | +154.9% |
| 1Y | +325.3% | +467.0% | -141.7% | +248.7% |
| 3Y | +1,283.9% | +36.1% | +1,247.8% | +1,144.5% |
| All | +1,283.9% | +34.8% | +1,249.1% | +1,144.5% |
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