+51.2%
JNJ vs MRNA
+945.0%
-893.8%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +13.1% | -9.3% | +3.7% |
| 7D | +1.9% | +20.6% | -18.7% | +1.8% |
| 30D | +9.2% | +27.1% | -17.9% | +9.0% |
| 3M | +8.9% | +353.4% | -344.5% | +7.5% |
| 6M | +24.6% | +446.3% | -421.7% | +22.8% |
| YTD | +35.7% | +776.2% | -740.5% | +31.6% |
| 1Y | +51.2% | +987.9% | -936.7% | +45.1% |
| All | +51.2% | +945.0% | -893.8% | +45.1% |
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