-65.7%
MRNA vs BR
+8.0%
-73.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.3% | +5.7% | +5.6% |
| 7D | -1.1% | -3.0% | +1.9% | +0.7% |
| 30D | +126.1% | -0.3% | +126.4% | +128.7% |
| 3M | +190.0% | +17.3% | +172.7% | +173.5% |
| 6M | +157.2% | -6.7% | +163.9% | +166.8% |
| YTD | +388.2% | -23.4% | +411.6% | +451.1% |
| 1Y | +467.0% | -32.7% | +499.7% | +584.6% |
| 3Y | +36.1% | -5.9% | +42.0% | +33.9% |
| All | -65.7% | +8.0% | -73.7% | -73.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 5y: compounded portfolio wealth divided by compounded BR 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…
5y analysis · Full analysis span regression · 6 months rolling