+36.1%
MRNA vs COO
-38.7%
+74.7%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.5% | +5.9% | +5.6% |
| 7D | -1.1% | -22.5% | +21.4% | +10.4% |
| 30D | +126.1% | -29.7% | +155.9% | +165.1% |
| 3M | +190.0% | -20.1% | +210.2% | +221.9% |
| 6M | +157.2% | -26.9% | +184.1% | +196.9% |
| YTD | +388.2% | -34.2% | +422.4% | +490.4% |
| 1Y | +467.0% | -21.3% | +488.3% | +537.4% |
| 3Y | +36.1% | -38.7% | +74.7% | +65.1% |
| All | +36.1% | -38.7% | +74.7% | +65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 3y: compounded portfolio wealth divided by compounded COO 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…
3y analysis · Full analysis span regression · 6 months rolling