-5.0%
MRNA vs D
+13.1%
-18.0%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.7% | -3.5% |
| 7D | -12.1% | -1.4% | -10.8% | -12.0% |
| 30D | -1.3% | +7.7% | -9.0% | -2.2% |
| 3M | +250.9% | -0.3% | +251.2% | +251.9% |
| 6M | +343.0% | +10.1% | +333.0% | +335.6% |
| YTD | +657.4% | +19.1% | +638.4% | +630.8% |
| 1Y | +794.9% | +15.9% | +779.0% | +768.3% |
| 3Y | +218.1% | +75.0% | +143.1% | +179.8% |
| All | -5.0% | +13.1% | -18.0% | -4.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling