-21.8%
DXCM vs MRNA
+27.0%
-48.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.4% | +2.6% | -0.7% |
| 7D | -6.5% | -10.1% | +3.6% | -6.2% |
| 30D | -4.3% | +126.7% | -131.0% | -8.6% |
| 3M | +7.3% | +184.1% | -176.8% | -0.4% |
| 6M | +22.0% | +143.3% | -121.3% | +14.7% |
| YTD | +26.4% | +359.9% | -333.5% | +11.8% |
| 1Y | +7.0% | +454.2% | -447.2% | -7.2% |
| All | -21.8% | +27.0% | -48.8% | -36.0% |
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