+3.7%
U vs MRNA
+511.3%
-507.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -1.0% |
| 7D | -3.8% | +5.5% | -9.3% | -3.9% |
| 30D | +17.5% | +158.7% | -141.3% | +11.4% |
| 3M | +38.7% | +182.1% | -143.4% | +29.2% |
| 6M | +104.4% | +151.8% | -47.4% | +92.7% |
| YTD | -5.7% | +393.6% | -399.2% | -18.4% |
| 1Y | +3.7% | +499.5% | -495.8% | -11.8% |
| All | +3.7% | +511.3% | -507.6% | -11.8% |
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