+1,104.7%
TER vs MRNA
+554.4%
+550.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.4% | -2.8% | +2.2% |
| 7D | +6.4% | -1.1% | +7.4% | +6.4% |
| 30D | -5.7% | +126.1% | -131.8% | -17.3% |
| 3M | -0.4% | +190.0% | -190.4% | -17.0% |
| 6M | +25.8% | +157.2% | -131.4% | +6.8% |
| YTD | +96.4% | +388.2% | -291.8% | +50.4% |
| 1Y | +229.2% | +467.0% | -237.8% | +145.2% |
| 3Y | +288.1% | +36.1% | +252.0% | +235.8% |
| 5Y | +219.9% | -68.0% | +287.9% | +198.0% |
| All | +1,104.7% | +554.4% | +550.3% | +880.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling