+467.0%
MRNA vs AU
+72.0%
+395.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.5% | +4.9% | +5.0% |
| 7D | -1.1% | -4.3% | +3.2% | +2.4% |
| 30D | +126.1% | +7.3% | +118.8% | +119.7% |
| 3M | +190.0% | +26.3% | +163.7% | +165.6% |
| 6M | +157.2% | +1.8% | +155.5% | +148.5% |
| YTD | +388.2% | +26.8% | +361.4% | +332.5% |
| 1Y | +467.0% | +66.7% | +400.3% | +364.7% |
| All | +467.0% | +72.0% | +395.0% | +364.7% |
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