+390.9%
AMD vs MRNA
-68.5%
+459.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.4% | +6.4% | +3.3% |
| 7D | +14.0% | -10.1% | +24.1% | +14.9% |
| 30D | +11.0% | +126.7% | -115.8% | -5.3% |
| 3M | +9.6% | +184.1% | -174.5% | -12.7% |
| 6M | +157.1% | +143.3% | +13.8% | +112.0% |
| YTD | +143.3% | +359.9% | -216.5% | +72.5% |
| 1Y | +234.4% | +454.2% | -219.8% | +124.2% |
| 3Y | +391.2% | +26.0% | +365.2% | +324.9% |
| 5Y | +390.9% | -70.3% | +461.2% | +399.1% |
| All | +390.9% | -68.5% | +459.4% | +399.1% |
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