+904.0%
GE vs MRNA
+516.4%
+387.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.4% | +0.5% | -2.8% |
| 7D | -1.2% | -10.1% | +8.8% | -1.1% |
| 30D | -11.3% | +126.7% | -138.0% | -13.0% |
| 3M | -1.4% | +184.1% | -185.5% | -4.3% |
| 6M | +1.2% | +143.3% | -142.1% | -1.3% |
| YTD | +5.9% | +359.9% | -353.9% | +0.8% |
| 1Y | +18.4% | +454.2% | -435.8% | +11.8% |
| 3Y | +271.0% | +26.0% | +245.0% | +260.6% |
| 5Y | +417.9% | -70.3% | +488.2% | +398.2% |
| All | +904.0% | +516.4% | +387.6% | +816.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling