+18.4%
U vs MRNA
+945.0%
-926.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +13.1% | -8.2% | +4.6% |
| 7D | +7.5% | +20.6% | -13.2% | +7.0% |
| 30D | -7.0% | +27.1% | -34.2% | -7.6% |
| 3M | +20.6% | +353.4% | -332.8% | +13.6% |
| 6M | +53.2% | +446.3% | -393.1% | +39.5% |
| YTD | -3.9% | +776.2% | -780.0% | -17.3% |
| 1Y | +18.4% | +987.9% | -969.5% | +0.3% |
| All | +18.4% | +945.0% | -926.6% | +0.3% |
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