+232.7%
GLW vs MRNA
-3.2%
+236.0%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.4% | -0.9% | -4.2% |
| 7D | +7.7% | -12.1% | +19.9% | +8.3% |
| 30D | -18.8% | -1.3% | -17.5% | -18.8% |
| 3M | -27.7% | +250.9% | -278.7% | -33.3% |
| 6M | -44.4% | +343.0% | -387.5% | -50.7% |
| YTD | +31.3% | +657.4% | -626.2% | +7.4% |
| 1Y | +40.0% | +794.9% | -754.9% | +11.7% |
| 3Y | +339.2% | +218.1% | +121.1% | +278.6% |
| All | +232.7% | -3.2% | +236.0% | +205.4% |
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