+1,100.9%
MRNA vs D
+26.7%
+1,074.2%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.7% | -3.5% |
| 7D | -12.1% | -1.4% | -10.8% | -11.9% |
| 30D | -1.3% | +7.7% | -9.0% | -2.5% |
| 3M | +250.9% | -0.3% | +251.2% | +251.1% |
| 6M | +343.0% | +10.1% | +333.0% | +334.6% |
| YTD | +657.4% | +19.1% | +638.4% | +630.3% |
| 1Y | +794.9% | +15.9% | +779.0% | +767.0% |
| 3Y | +218.1% | +75.0% | +143.1% | +182.4% |
| 5Y | -3.4% | +13.4% | -16.8% | -8.0% |
| All | +1,100.9% | +26.7% | +1,074.2% | +966.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling