+249.6%
TRV vs MRNA
+521.0%
-271.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.5% |
| 7D | -1.5% | -8.2% | +6.8% | -1.6% |
| 30D | -1.8% | +125.6% | -127.4% | -0.3% |
| 3M | +21.6% | +197.1% | -175.5% | +23.8% |
| 6M | +22.5% | +148.5% | -126.0% | +24.5% |
| YTD | +28.1% | +363.3% | -335.1% | +31.1% |
| 1Y | +37.0% | +462.0% | -425.0% | +40.5% |
| 3Y | +141.9% | +26.9% | +115.0% | +144.9% |
| 5Y | +158.5% | -69.6% | +228.1% | +153.9% |
| All | +249.6% | +521.0% | -271.4% | +287.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling