+499.5%
MRNA vs BNY
+59.6%
+439.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.5% | -2.1% |
| 7D | +5.5% | +1.4% | +4.0% | +5.9% |
| 30D | +158.7% | +3.8% | +154.9% | +153.7% |
| 3M | +182.1% | +14.9% | +167.2% | +157.2% |
| 6M | +151.8% | +40.3% | +111.5% | +94.6% |
| YTD | +393.6% | +43.8% | +349.8% | +269.4% |
| 1Y | +499.5% | +58.9% | +440.6% | +336.6% |
| All | +499.5% | +59.6% | +439.9% | +336.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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