+724.9%
DELL vs MRNA
+34.8%
+690.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +5.4% | +6.6% | +11.8% |
| 7D | +8.2% | -1.1% | +9.3% | +8.3% |
| 30D | +17.1% | +126.1% | -109.0% | +11.7% |
| 3M | +45.2% | +190.0% | -144.9% | +30.6% |
| 6M | +286.8% | +157.2% | +129.5% | +254.3% |
| YTD | +354.8% | +388.2% | -33.4% | +268.8% |
| 1Y | +358.3% | +467.0% | -108.8% | +257.9% |
| 3Y | +724.9% | +36.1% | +688.8% | +628.7% |
| All | +724.9% | +34.8% | +690.1% | +628.7% |
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 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