+28.2%
MRNA vs D
+60.1%
-32.0%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.7% | -1.7% | -3.1% |
| 7D | -10.1% | -0.4% | -9.6% | -10.0% |
| 30D | +126.7% | -2.1% | +128.8% | +127.1% |
| 3M | +184.1% | -0.7% | +184.9% | +183.8% |
| 6M | +143.3% | +5.6% | +137.7% | +139.9% |
| YTD | +359.9% | +14.6% | +345.3% | +344.6% |
| 1Y | +454.2% | +15.3% | +438.8% | +435.7% |
| All | +28.2% | +60.1% | -32.0% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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