+36.1%
MRNA vs BDX
-10.0%
+46.0%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.8% | +4.6% | +4.6% |
| 7D | -1.1% | -3.2% | +2.1% | +1.8% |
| 30D | +126.1% | -2.5% | +128.7% | +135.1% |
| 3M | +190.0% | +21.4% | +168.6% | +164.6% |
| 6M | +157.2% | +10.4% | +146.8% | +148.1% |
| YTD | +388.2% | +18.8% | +369.4% | +345.5% |
| 1Y | +467.0% | +21.7% | +445.3% | +410.7% |
| 3Y | +36.1% | -10.0% | +46.0% | +35.9% |
| All | +36.1% | -10.0% | +46.0% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 3y: compounded portfolio wealth divided by compounded BDX 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…
3y analysis · Full analysis span regression · 6 months rolling