-6.4%
T vs MRNA
+945.0%
-951.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +13.1% | -11.0% | +2.2% |
| 7D | +5.5% | +20.6% | -15.2% | +5.7% |
| 30D | -8.9% | +27.1% | -36.1% | -8.7% |
| 3M | -5.6% | +353.4% | -359.0% | -3.5% |
| 6M | -14.3% | +446.3% | -460.5% | -10.9% |
| YTD | -7.9% | +776.2% | -784.1% | -2.2% |
| 1Y | -6.4% | +987.9% | -994.3% | -2.2% |
| All | -6.4% | +945.0% | -951.4% | -2.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling