+69.4%
EMR vs MRNA
-67.9%
+137.3%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.4% | -2.8% | +2.4% |
| 7D | -0.4% | -1.1% | +0.7% | -0.4% |
| 30D | -6.8% | +126.1% | -132.9% | -13.2% |
| 3M | +7.5% | +190.0% | -182.6% | -3.2% |
| 6M | +9.9% | +157.2% | -147.4% | -0.1% |
| YTD | +16.0% | +388.2% | -372.2% | -1.7% |
| 1Y | +12.4% | +467.0% | -454.6% | -6.5% |
| 3Y | +60.2% | +36.1% | +24.2% | +45.0% |
| All | +69.4% | -67.9% | +137.3% | +55.7% |
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 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