+55.4%
CVS vs MRNA
+27.9%
+27.5%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.1% |
| 7D | -2.0% | -8.2% | +6.3% | -1.9% |
| 30D | +1.9% | +125.6% | -123.6% | +1.0% |
| 3M | -2.2% | +197.1% | -199.2% | -4.6% |
| 6M | +26.7% | +148.5% | -121.8% | +24.3% |
| YTD | +22.9% | +363.3% | -340.4% | +17.7% |
| 1Y | +32.9% | +462.0% | -429.1% | +26.2% |
| All | +55.4% | +27.9% | +27.5% | +49.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling