+499.5%
MRNA vs BAX
+9.9%
+489.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.0% | -3.2% | -2.7% |
| 7D | +5.5% | -1.1% | +6.6% | +5.9% |
| 30D | +158.7% | -5.5% | +164.2% | +164.5% |
| 3M | +182.1% | +33.5% | +148.6% | +165.6% |
| 6M | +151.8% | +35.9% | +116.0% | +133.4% |
| YTD | +393.6% | +35.4% | +358.2% | +357.2% |
| 1Y | +499.5% | +9.8% | +489.7% | +449.0% |
| All | +499.5% | +9.9% | +489.5% | +449.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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