+56.5%
TEL vs MRNA
-67.9%
+124.4%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.4% | -1.8% | +3.3% |
| 7D | +1.6% | -1.1% | +2.7% | +1.6% |
| 30D | -0.7% | +126.1% | -126.8% | -9.3% |
| 3M | +2.4% | +190.0% | -187.6% | -10.5% |
| 6M | +4.1% | +157.2% | -153.1% | -7.8% |
| YTD | -5.8% | +388.2% | -394.0% | -24.5% |
| 1Y | +0.9% | +467.0% | -466.2% | -21.4% |
| 3Y | +72.6% | +36.1% | +36.5% | +53.7% |
| All | +56.5% | -67.9% | +124.4% | +40.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling