+146.9%
TOST vs MRNA
+257.4%
-110.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.4% | -1.2% |
| 7D | -3.6% | -3.8% | +0.2% | -3.5% |
| 30D | +8.9% | +16.4% | -7.5% | +8.3% |
| 3M | -2.2% | +310.6% | -312.8% | -8.7% |
| 6M | +41.0% | +370.3% | -329.3% | +29.3% |
| YTD | -4.0% | +743.3% | -747.3% | -18.7% |
| 1Y | -9.6% | +841.7% | -851.2% | -24.7% |
| All | +146.9% | +257.4% | -110.4% | +82.5% |
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