+654.5%
MRNA vs BUD
+24.3%
+630.2%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.8% | -2.8% | -3.5% |
| 7D | -9.0% | +0.8% | -9.8% | -9.1% |
| 30D | +137.2% | -4.8% | +142.0% | +138.6% |
| 3M | +194.8% | +1.4% | +193.5% | +193.9% |
| 6M | +167.2% | +9.9% | +157.3% | +162.9% |
| YTD | +375.9% | +26.3% | +349.5% | +359.0% |
| 1Y | +465.2% | +36.1% | +429.0% | +438.8% |
| 3Y | +30.4% | +48.6% | -18.2% | +23.4% |
| 5Y | -66.8% | +45.0% | -111.8% | -69.0% |
| All | +654.5% | +24.3% | +630.2% | +598.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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