+41.7%
MRNA vs AS
+114.1%
-72.4%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.8% | -0.7% | -2.6% |
| 7D | -9.0% | -2.6% | -6.4% | -8.2% |
| 30D | +137.2% | -22.1% | +159.3% | +158.3% |
| 3M | +194.8% | -15.3% | +210.1% | +212.6% |
| 6M | +167.2% | -15.6% | +182.8% | +181.8% |
| YTD | +375.9% | -23.2% | +399.0% | +414.8% |
| 1Y | +465.2% | -21.7% | +486.9% | +504.6% |
| All | +41.7% | +114.1% | -72.4% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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