+159.7%
TRV vs MRNA
-67.9%
+227.5%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.4% | -3.3% | +2.1% |
| 7D | +1.9% | -1.1% | +3.0% | +1.9% |
| 30D | +1.7% | +126.1% | -124.4% | +1.7% |
| 3M | +23.9% | +190.0% | -166.1% | +23.4% |
| 6M | +26.3% | +157.2% | -131.0% | +25.9% |
| YTD | +30.8% | +388.2% | -357.4% | +28.8% |
| 1Y | +36.3% | +467.0% | -430.7% | +33.7% |
| 3Y | +145.0% | +36.1% | +108.9% | +145.6% |
| All | +159.7% | -67.9% | +227.5% | +162.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling