+49.9%
TRV vs MRNA
+945.0%
-895.2%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +13.1% | -9.6% | +3.6% |
| 7D | +3.9% | +20.6% | -16.8% | +4.1% |
| 30D | +13.5% | +27.1% | -13.7% | +13.8% |
| 3M | +8.9% | +353.4% | -344.5% | +12.1% |
| 6M | +36.8% | +446.3% | -409.5% | +41.7% |
| YTD | +42.7% | +776.2% | -733.5% | +51.7% |
| 1Y | +49.9% | +987.9% | -938.1% | +59.0% |
| All | +49.9% | +945.0% | -895.2% | +59.0% |
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