+36.1%
MRNA vs AGI
+206.1%
-170.0%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.7% | +4.7% | +5.1% |
| 7D | -1.1% | -2.7% | +1.6% | +0.1% |
| 30D | +126.1% | +7.2% | +118.9% | +121.6% |
| 3M | +190.0% | +4.3% | +185.8% | +185.0% |
| 6M | +157.2% | -27.1% | +184.3% | +166.5% |
| YTD | +388.2% | -6.6% | +394.8% | +390.7% |
| 1Y | +467.0% | +9.5% | +457.5% | +463.1% |
| 3Y | +36.1% | +208.4% | -172.4% | +25.9% |
| All | +36.1% | +206.1% | -170.0% | +25.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling