+499.5%
MRNA vs AU
+100.5%
+399.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.3% | +0.1% | -0.3% |
| 7D | +5.5% | -3.6% | +9.1% | +8.2% |
| 30D | +158.7% | +23.9% | +134.9% | +134.8% |
| 3M | +182.1% | +19.1% | +163.0% | +157.6% |
| 6M | +151.8% | -0.2% | +152.0% | +138.9% |
| YTD | +393.6% | +32.5% | +361.1% | +323.7% |
| 1Y | +499.5% | +96.9% | +402.5% | +378.3% |
| All | +499.5% | +100.5% | +399.0% | +378.3% |
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