+33.0%
TMUS vs MRNA
+27.0%
+6.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.4% | +1.0% | -2.4% |
| 7D | -5.3% | -10.1% | +4.8% | -5.4% |
| 30D | +0.1% | +126.7% | -126.6% | +2.6% |
| 3M | -0.6% | +184.1% | -184.7% | +3.1% |
| 6M | -17.5% | +143.3% | -160.8% | -14.7% |
| YTD | -11.3% | +359.9% | -371.1% | -6.1% |
| 1Y | -25.4% | +454.2% | -479.6% | -20.6% |
| All | +33.0% | +27.0% | +6.0% | +39.9% |
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