-66.5%
U vs MRNA
-67.9%
+1.4%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +5.4% | -0.9% | +3.8% |
| 7D | +5.5% | -1.1% | +6.6% | +5.6% |
| 30D | -1.3% | +126.1% | -127.4% | -23.1% |
| 3M | +64.6% | +190.0% | -125.4% | +15.8% |
| 6M | +119.4% | +157.2% | -37.9% | +58.6% |
| YTD | -0.5% | +388.2% | -388.7% | -44.0% |
| 1Y | +1.3% | +467.0% | -465.7% | -47.4% |
| 3Y | +15.6% | +36.1% | -20.5% | -8.4% |
| All | -66.5% | -67.9% | +1.4% | -63.2% |
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