+499.5%
MRNA vs CAG
-13.1%
+512.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.5% |
| 7D | +5.5% | -3.8% | +9.3% | +8.7% |
| 30D | +158.7% | +3.1% | +155.6% | +163.9% |
| 3M | +182.1% | +23.5% | +158.7% | +190.8% |
| 6M | +151.8% | -14.8% | +166.7% | +166.0% |
| YTD | +393.6% | -5.4% | +399.0% | +406.8% |
| 1Y | +499.5% | -11.8% | +511.3% | +548.1% |
| All | +499.5% | -13.1% | +512.6% | +548.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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