+1,092.8%
STX vs MRNA
-70.5%
+1,163.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.7% | -3.4% | -2.7% |
| 7D | +8.0% | -8.2% | +16.2% | +8.3% |
| 30D | +5.1% | +125.6% | -120.5% | -1.9% |
| 3M | +5.8% | +197.1% | -191.3% | -6.9% |
| 6M | +124.9% | +148.5% | -23.5% | +103.1% |
| YTD | +213.9% | +363.3% | -149.4% | +155.7% |
| 1Y | +350.4% | +462.0% | -111.6% | +254.6% |
| 3Y | +1,314.2% | +26.9% | +1,287.3% | +1,189.3% |
| 5Y | +1,092.8% | -69.6% | +1,162.4% | +1,098.8% |
| All | +1,092.8% | -70.5% | +1,163.3% | +1,098.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling