-70.3%
MRNA vs ALLY
-1.1%
-69.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.1% | -2.3% | -2.9% |
| 7D | -10.1% | -1.9% | -8.1% | -9.3% |
| 30D | +126.7% | -4.5% | +131.2% | +130.8% |
| 3M | +184.1% | -2.8% | +187.0% | +187.4% |
| 6M | +143.3% | +10.3% | +133.0% | +132.9% |
| YTD | +359.9% | -5.7% | +365.5% | +369.2% |
| 1Y | +454.2% | +3.9% | +450.3% | +440.6% |
| 3Y | +26.0% | +64.7% | -38.7% | +1.8% |
| 5Y | -70.3% | -2.6% | -67.7% | -70.9% |
| All | -70.3% | -1.1% | -69.1% | -70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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