+36.1%
MRNA vs DG
+4.6%
+31.4%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.3% | +4.1% | +5.2% |
| 7D | -1.1% | -6.5% | +5.4% | +0.1% |
| 30D | +126.1% | +4.2% | +122.0% | +125.2% |
| 3M | +190.0% | +9.5% | +180.5% | +186.1% |
| 6M | +157.2% | -13.1% | +170.4% | +161.2% |
| YTD | +388.2% | -4.8% | +393.0% | +390.5% |
| 1Y | +467.0% | +20.6% | +446.4% | +457.0% |
| 3Y | +36.1% | +4.9% | +31.1% | +40.4% |
| All | +36.1% | +4.6% | +31.4% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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