+467.0%
MRNA vs CPB
-33.6%
+500.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.3% | +5.1% | +5.2% |
| 7D | -1.1% | -1.8% | +0.7% | -0.2% |
| 30D | +126.1% | -7.1% | +133.2% | +140.9% |
| 3M | +190.0% | -6.0% | +196.1% | +210.1% |
| 6M | +157.2% | -5.3% | +162.5% | +178.3% |
| YTD | +388.2% | -20.8% | +409.0% | +423.6% |
| 1Y | +467.0% | -33.8% | +500.9% | +581.0% |
| All | +467.0% | -33.6% | +500.7% | +581.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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