+499.5%
MRNA vs CDW
-5.0%
+504.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.2% | -2.0% |
| 7D | +5.5% | +3.2% | +2.3% | +4.6% |
| 30D | +158.7% | +9.3% | +149.4% | +151.4% |
| 3M | +182.1% | +9.8% | +172.3% | +173.1% |
| 6M | +151.8% | +23.3% | +128.5% | +139.1% |
| YTD | +393.6% | +13.7% | +379.9% | +381.8% |
| 1Y | +499.5% | -6.5% | +505.9% | +530.9% |
| All | +499.5% | -5.0% | +504.5% | +530.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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