+103.2%
INTC vs MRNA
-67.9%
+171.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.4% | -2.8% | +2.2% |
| 7D | +7.5% | -1.1% | +8.5% | +7.5% |
| 30D | +2.0% | +126.1% | -124.1% | -10.3% |
| 3M | -12.0% | +190.0% | -202.0% | -27.3% |
| 6M | +114.5% | +157.2% | -42.7% | +81.1% |
| YTD | +179.0% | +388.2% | -209.2% | +107.9% |
| 1Y | +318.3% | +467.0% | -148.7% | +200.4% |
| 3Y | +171.2% | +36.1% | +135.1% | +133.1% |
| All | +103.2% | -67.9% | +171.1% | +81.7% |
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 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