+89.7%
T vs MRNA
+516.4%
-426.7%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.4% | +1.6% | -1.7% |
| 7D | -3.1% | -10.1% | +7.0% | -3.0% |
| 30D | +4.6% | +126.7% | -122.2% | +3.2% |
| 3M | +12.2% | +184.1% | -171.9% | +10.3% |
| 6M | -6.5% | +143.3% | -149.7% | -7.9% |
| YTD | +4.9% | +359.9% | -355.0% | +1.9% |
| 1Y | -10.5% | +454.2% | -464.7% | -13.5% |
| 3Y | +104.6% | +26.0% | +78.6% | +102.8% |
| 5Y | +64.2% | -70.3% | +134.5% | +64.9% |
| All | +89.7% | +516.4% | -426.7% | +69.8% |
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 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