+987.9%
MRNA vs AU
+42.5%
+945.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +8.0% | +5.1% | +6.0% |
| 7D | +20.6% | +0.8% | +19.9% | +19.6% |
| 30D | +27.1% | -7.0% | +34.1% | +35.9% |
| 3M | +353.4% | +8.5% | +344.8% | +375.7% |
| 6M | +446.3% | -1.3% | +447.5% | +491.1% |
| YTD | +776.2% | +6.8% | +769.4% | +789.3% |
| 1Y | +987.9% | +44.6% | +943.3% | +858.6% |
| All | +987.9% | +42.5% | +945.4% | +858.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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