-70.3%
MRNA vs ALLE
+11.9%
-82.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.8% | -0.6% | -1.7% |
| 7D | -10.1% | -2.2% | -7.9% | -8.9% |
| 30D | +126.7% | -8.3% | +135.1% | +139.6% |
| 3M | +184.1% | +16.3% | +167.9% | +162.0% |
| 6M | +143.3% | +1.8% | +141.5% | +140.7% |
| YTD | +359.9% | -3.9% | +363.8% | +364.4% |
| 1Y | +454.2% | -10.0% | +464.2% | +483.4% |
| 3Y | +26.0% | +45.8% | -19.8% | -1.4% |
| 5Y | -70.3% | +13.3% | -83.5% | -76.3% |
| All | -70.3% | +11.9% | -82.2% | -76.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 5y: compounded portfolio wealth divided by compounded ALLE 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…
5y analysis · Full analysis span regression · 6 months rolling