+1,080.4%
TER vs MRNA
+537.9%
+542.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.6% | +7.8% | +4.5% |
| 7D | +11.0% | -9.0% | +20.0% | +11.6% |
| 30D | -1.9% | +137.2% | -139.0% | -14.7% |
| 3M | -0.7% | +194.8% | -195.5% | -17.5% |
| 6M | +36.4% | +167.2% | -130.8% | +14.9% |
| YTD | +92.4% | +375.9% | -283.4% | +47.6% |
| 1Y | +213.5% | +465.2% | -251.6% | +133.1% |
| 3Y | +277.2% | +30.4% | +246.9% | +227.7% |
| 5Y | +219.1% | -66.8% | +285.9% | +196.8% |
| All | +1,080.4% | +537.9% | +542.5% | +862.6% |
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 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