+467.0%
MRNA vs BG
+53.0%
+414.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.7% | +7.1% | +5.1% |
| 7D | -1.1% | +3.1% | -4.2% | -0.6% |
| 30D | +126.1% | +10.2% | +115.9% | +129.2% |
| 3M | +190.0% | -1.7% | +191.7% | +197.1% |
| 6M | +157.2% | +1.0% | +156.2% | +161.5% |
| YTD | +388.2% | +39.9% | +348.3% | +364.6% |
| 1Y | +467.0% | +53.2% | +413.8% | +421.5% |
| All | +467.0% | +53.0% | +414.1% | +421.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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