-16.0%
TEAM vs MRNA
+34.8%
-50.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.4% | -5.3% | -0.2% |
| 7D | -5.2% | -1.1% | -4.1% | -5.2% |
| 30D | +15.8% | +126.1% | -110.4% | +4.8% |
| 3M | +101.5% | +190.0% | -88.6% | +77.5% |
| 6M | +138.2% | +157.2% | -19.1% | +111.9% |
| YTD | +10.8% | +388.2% | -377.4% | -9.6% |
| 1Y | +1.7% | +467.0% | -465.3% | -19.6% |
| 3Y | -16.0% | +36.1% | -52.1% | -25.5% |
| All | -16.0% | +34.8% | -50.8% | -25.5% |
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