+16.6%
EMR vs MRNA
+511.3%
-494.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.2% | +4.0% | +1.8% |
| 7D | -1.5% | +5.5% | -7.0% | -1.6% |
| 30D | -5.6% | +158.7% | -164.4% | -9.8% |
| 3M | +7.9% | +182.1% | -174.2% | +0.1% |
| 6M | +6.0% | +151.8% | -145.8% | -0.4% |
| YTD | +16.4% | +393.6% | -377.1% | -1.4% |
| 1Y | +16.6% | +499.5% | -482.8% | -4.7% |
| All | +16.6% | +511.3% | -494.7% | -4.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling