+409.4%
GE vs MRNA
-67.9%
+477.2%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.4% | -5.5% | -0.3% |
| 7D | -4.0% | -1.1% | -2.9% | -4.0% |
| 30D | -11.4% | +126.1% | -137.5% | -14.0% |
| 3M | -2.6% | +190.0% | -192.6% | -7.8% |
| 6M | -0.3% | +157.2% | -157.6% | -5.0% |
| YTD | +5.4% | +388.2% | -382.8% | -5.0% |
| 1Y | +15.5% | +467.0% | -451.5% | +2.5% |
| 3Y | +260.8% | +36.1% | +224.7% | +245.9% |
| All | +409.4% | -67.9% | +477.2% | +364.3% |
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