+106.1%
T vs MRNA
+27.9%
+78.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.8% | +1.6% |
| 7D | -2.4% | -8.2% | +5.8% | -2.5% |
| 30D | +4.3% | +125.6% | -121.3% | +4.7% |
| 3M | +11.6% | +197.1% | -185.5% | +12.2% |
| 6M | -5.6% | +148.5% | -154.1% | -5.0% |
| YTD | +6.6% | +363.3% | -356.7% | +6.7% |
| 1Y | -8.4% | +462.0% | -470.4% | -8.6% |
| All | +106.1% | +27.9% | +78.2% | +111.6% |
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