+2,854.2%
STX vs MRNA
+516.4%
+2,337.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.4% | +1.3% | -1.9% |
| 7D | +9.6% | -10.1% | +19.6% | +9.9% |
| 30D | +10.6% | +126.7% | -116.1% | +3.6% |
| 3M | +4.8% | +184.1% | -179.3% | -4.7% |
| 6M | +137.3% | +143.3% | -6.0% | +118.5% |
| YTD | +222.5% | +359.9% | -137.4% | +179.0% |
| 1Y | +366.2% | +454.2% | -88.0% | +295.6% |
| 3Y | +1,352.9% | +26.0% | +1,326.9% | +1,241.7% |
| 5Y | +1,077.4% | -70.3% | +1,147.7% | +1,034.8% |
| All | +2,854.2% | +516.4% | +2,337.8% | +2,446.4% |
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