+674.0%
MRNA vs BNY
+321.5%
+352.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | 0.0% | +5.3% | +5.4% |
| 7D | -1.1% | -1.3% | +0.2% | -0.9% |
| 30D | +126.1% | -0.2% | +126.3% | +125.7% |
| 3M | +190.0% | +14.9% | +175.1% | +180.7% |
| 6M | +157.2% | +40.0% | +117.2% | +138.7% |
| YTD | +388.2% | +42.0% | +346.2% | +352.1% |
| 1Y | +467.0% | +56.9% | +410.2% | +415.7% |
| 3Y | +36.1% | +289.9% | -253.8% | +8.4% |
| 5Y | -68.0% | +259.2% | -327.2% | -74.8% |
| All | +674.0% | +321.5% | +352.5% | +557.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling