+36.1%
JCI vs MRNA
+511.3%
-475.2%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.2% | +4.1% | +1.9% |
| 7D | +3.8% | +5.5% | -1.6% | +3.9% |
| 30D | -5.7% | +158.7% | -164.4% | -4.1% |
| 3M | -1.4% | +182.1% | -183.5% | -1.3% |
| 6M | +4.1% | +151.8% | -147.7% | +4.5% |
| YTD | +21.7% | +393.6% | -371.8% | +18.5% |
| 1Y | +36.1% | +499.5% | -463.3% | +30.8% |
| All | +36.1% | +511.3% | -475.2% | +30.8% |
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