-2.9%
IBM vs MRNA
+485.7%
-488.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +5.4% | -1.4% | +3.9% |
| 7D | +3.6% | -1.1% | +4.7% | +3.6% |
| 30D | +3.1% | +126.1% | -123.0% | +0.5% |
| 3M | -10.8% | +190.0% | -200.9% | -14.5% |
| 6M | -0.8% | +157.2% | -158.0% | -3.8% |
| YTD | -16.2% | +388.2% | -404.4% | -23.1% |
| 1Y | -2.9% | +467.0% | -469.9% | -12.3% |
| All | -2.9% | +485.7% | -488.6% | -12.3% |
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