-13.3%
IBM vs MRNA
+945.0%
-958.3%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +13.1% | -11.4% | +1.5% |
| 7D | +0.4% | +20.6% | -20.2% | +0.1% |
| 30D | +14.8% | +27.1% | -12.4% | +14.2% |
| 3M | +8.9% | +353.4% | -344.4% | +4.5% |
| 6M | +12.4% | +446.3% | -433.8% | +6.8% |
| YTD | -12.4% | +776.2% | -788.6% | -20.5% |
| 1Y | -13.3% | +987.9% | -1,001.2% | -25.3% |
| All | -13.3% | +945.0% | -958.3% | -25.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling