+674.0%
MRNA vs AGI
+1,026.2%
-352.2%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.7% | +4.7% | +5.2% |
| 7D | -1.1% | -2.7% | +1.6% | -0.5% |
| 30D | +126.1% | +7.2% | +118.9% | +124.2% |
| 3M | +190.0% | +4.3% | +185.8% | +188.4% |
| 6M | +157.2% | -27.1% | +184.3% | +166.6% |
| YTD | +388.2% | -6.6% | +394.8% | +391.5% |
| 1Y | +467.0% | +9.5% | +457.5% | +460.5% |
| 3Y | +36.1% | +208.4% | -172.4% | +18.8% |
| 5Y | -68.0% | +401.6% | -469.6% | -73.5% |
| All | +674.0% | +1,026.2% | -352.2% | +545.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling