-65.7%
MRNA vs AVTR
-64.6%
-1.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.5% | +5.9% | +5.6% |
| 7D | -1.1% | -1.1% | 0.0% | -0.6% |
| 30D | +126.1% | +6.3% | +119.8% | +120.0% |
| 3M | +190.0% | +53.3% | +136.7% | +135.8% |
| 6M | +157.2% | +78.6% | +78.6% | +94.1% |
| YTD | +388.2% | +29.2% | +359.0% | +326.3% |
| 1Y | +467.0% | +13.8% | +453.2% | +406.6% |
| 3Y | +36.1% | -27.4% | +63.5% | +43.6% |
| All | -65.7% | -64.6% | -1.1% | -40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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