+25.9%
EOG vs MRNA
+34.8%
-8.9%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.4% | -5.4% | -0.1% |
| 7D | +1.5% | -1.1% | +2.6% | +1.5% |
| 30D | +2.9% | +126.1% | -123.2% | +1.6% |
| 3M | +8.7% | +190.0% | -181.3% | +6.1% |
| 6M | +12.9% | +157.2% | -144.3% | +10.6% |
| YTD | +43.8% | +388.2% | -344.4% | +35.8% |
| 1Y | +27.1% | +467.0% | -440.0% | +18.6% |
| 3Y | +25.9% | +36.1% | -10.2% | +15.8% |
| All | +25.9% | +34.8% | -8.9% | +15.8% |
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