+127.8%
AAPL vs MRNA
-67.9%
+195.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.4% | -3.6% | +1.5% |
| 7D | +3.8% | -1.1% | +4.9% | +3.9% |
| 30D | +9.9% | +126.1% | -116.2% | +1.2% |
| 3M | +12.5% | +190.0% | -177.5% | +0.3% |
| 6M | +27.6% | +157.2% | -129.6% | +14.9% |
| YTD | +22.6% | +388.2% | -365.6% | +1.7% |
| 1Y | +45.0% | +467.0% | -422.1% | +17.3% |
| 3Y | +87.8% | +36.1% | +51.7% | +71.0% |
| All | +127.8% | -67.9% | +195.7% | +117.7% |
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