+59.7%
TOST vs MRNA
+30.4%
+29.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.6% | +1.6% | -1.8% |
| 7D | -0.9% | -9.0% | +8.1% | -0.6% |
| 30D | -3.5% | +137.2% | -140.6% | -8.9% |
| 3M | +38.1% | +194.8% | -156.7% | +26.8% |
| 6M | +9.9% | +167.2% | -157.3% | +1.5% |
| YTD | -6.3% | +375.9% | -382.1% | -20.2% |
| 1Y | -18.3% | +465.2% | -483.5% | -32.7% |
| 3Y | +59.7% | +30.4% | +29.4% | +33.9% |
| All | +59.7% | +30.4% | +29.3% | +33.9% |
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