+170.5%
GM vs MRNA
+34.8%
+135.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.4% | -6.0% | -0.8% |
| 7D | -2.4% | -1.1% | -1.4% | -2.4% |
| 30D | -1.1% | +126.1% | -127.2% | -6.7% |
| 3M | +6.1% | +190.0% | -183.9% | -3.6% |
| 6M | +15.0% | +157.2% | -142.3% | +5.6% |
| YTD | +6.0% | +388.2% | -382.2% | -10.3% |
| 1Y | +47.1% | +467.0% | -419.9% | +21.4% |
| 3Y | +170.5% | +36.1% | +134.4% | +135.7% |
| All | +170.5% | +34.8% | +135.7% | +135.7% |
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 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