-60.9%
ADBE vs MRNA
-67.9%
+7.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +5.4% | -4.0% | +1.1% |
| 7D | -5.4% | -1.1% | -4.3% | -5.3% |
| 30D | -2.5% | +126.1% | -128.6% | -11.7% |
| 3M | +15.3% | +190.0% | -174.7% | +0.5% |
| 6M | -7.8% | +157.2% | -165.1% | -18.8% |
| YTD | -27.9% | +388.2% | -416.1% | -42.5% |
| 1Y | -28.0% | +467.0% | -495.1% | -44.3% |
| 3Y | -55.3% | +36.1% | -91.4% | -59.7% |
| All | -60.9% | -67.9% | +7.0% | -60.6% |
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