+13.6%
MRNA vs CSGP
-62.4%
+76.0%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.3% | +3.6% | +4.4% |
| 7D | +21.8% | -1.8% | +23.6% | +23.2% |
| 30D | +19.6% | +5.3% | +14.3% | +11.1% |
| 3M | +354.6% | +3.3% | +351.3% | +342.7% |
| 6M | +394.9% | -4.7% | +399.6% | +393.8% |
| YTD | +812.2% | -53.5% | +865.7% | +1,224.6% |
| 1Y | +996.2% | -53.7% | +1,049.9% | +1,494.0% |
| 3Y | +287.0% | -59.7% | +346.7% | +494.7% |
| 5Y | +13.6% | -62.5% | +76.0% | +66.6% |
| All | +13.6% | -62.4% | +76.0% | +66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 5y: compounded portfolio wealth divided by compounded CSGP 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…
5y analysis · Full analysis span regression · 6 months rolling