+499.5%
MRNA vs AR
+22.7%
+476.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -2.2% |
| 7D | +5.5% | +2.5% | +3.0% | +5.4% |
| 30D | +158.7% | +14.8% | +143.9% | +157.3% |
| 3M | +182.1% | +6.2% | +175.9% | +182.7% |
| 6M | +151.8% | +4.3% | +147.5% | +150.7% |
| YTD | +393.6% | +14.4% | +379.2% | +379.2% |
| 1Y | +499.5% | +21.3% | +478.1% | +507.3% |
| All | +499.5% | +22.7% | +476.8% | +507.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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