+987.9%
MRNA vs BAX
+46.0%
+941.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +4.0% | +9.1% | +11.0% |
| 7D | +20.6% | +4.1% | +16.6% | +17.8% |
| 30D | +27.1% | +9.4% | +17.7% | +19.8% |
| 3M | +353.4% | -6.5% | +359.9% | +363.6% |
| 6M | +446.3% | +59.6% | +386.7% | +359.4% |
| YTD | +776.2% | +38.9% | +737.3% | +633.7% |
| 1Y | +987.9% | +48.0% | +939.9% | +768.3% |
| All | +987.9% | +46.0% | +941.9% | +768.3% |
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