+987.9%
MRNA vs AGI
-1.1%
+989.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +10.8% | +2.3% | +3.7% |
| 7D | +20.6% | -5.3% | +25.9% | +25.2% |
| 30D | +27.1% | -7.1% | +34.3% | +34.5% |
| 3M | +353.4% | +4.4% | +349.0% | +373.1% |
| 6M | +446.3% | -23.0% | +469.3% | +534.9% |
| YTD | +776.2% | -22.0% | +798.2% | +899.9% |
| 1Y | +987.9% | +0.3% | +987.6% | +987.5% |
| All | +987.9% | -1.1% | +989.0% | +987.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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