+499.5%
MRNA vs AG
+125.2%
+374.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.0% | -0.3% | -0.9% |
| 7D | +5.5% | +1.0% | +4.5% | +4.1% |
| 30D | +158.7% | +19.2% | +139.6% | +143.7% |
| 3M | +182.1% | +6.2% | +176.0% | +172.3% |
| 6M | +151.8% | -26.7% | +178.5% | +165.5% |
| YTD | +393.6% | +26.1% | +367.4% | +344.0% |
| 1Y | +499.5% | +131.7% | +367.8% | +377.0% |
| All | +499.5% | +125.2% | +374.3% | +377.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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