+229.2%
TER vs MRNA
+485.7%
-256.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.4% | -2.8% | +2.6% |
| 7D | +6.4% | -1.1% | +7.4% | +6.3% |
| 30D | -5.7% | +126.1% | -131.8% | -4.5% |
| 3M | -0.4% | +190.0% | -190.4% | -7.9% |
| 6M | +25.8% | +157.2% | -131.4% | +18.9% |
| YTD | +96.4% | +388.2% | -291.8% | +58.9% |
| 1Y | +229.2% | +467.0% | -237.8% | +154.1% |
| All | +229.2% | +485.7% | -256.5% | +154.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling