+28.2%
MRNA vs AR
+44.6%
-16.4%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.5% | -3.4% |
| 7D | -10.1% | -1.2% | -8.9% | -9.9% |
| 30D | +126.7% | +5.5% | +121.2% | +124.7% |
| 3M | +184.1% | +12.9% | +171.3% | +177.4% |
| 6M | +143.3% | +0.1% | +143.2% | +141.8% |
| YTD | +359.9% | +13.5% | +346.3% | +343.7% |
| 1Y | +454.2% | +21.6% | +432.6% | +426.1% |
| All | +28.2% | +44.6% | -16.4% | +5.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling