+996.7%
MRNA vs AJG
+16.3%
+980.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +5.5% | +7.6% | +10.1% |
| 7D | +20.6% | +10.7% | +9.9% | +14.3% |
| 30D | +27.1% | +26.9% | +0.2% | +9.0% |
| 3M | +353.4% | +16.6% | +336.8% | +315.9% |
| 6M | +446.3% | +40.1% | +406.1% | +396.5% |
| YTD | +776.2% | +12.4% | +763.7% | +666.9% |
| All | +996.7% | +16.3% | +980.4% | +850.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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