+499.5%
MRNA vs DGX
+33.7%
+465.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.5% |
| 7D | +5.5% | -2.3% | +7.8% | +7.3% |
| 30D | +158.7% | +0.6% | +158.2% | +160.9% |
| 3M | +182.1% | +21.4% | +160.7% | +179.3% |
| 6M | +151.8% | +14.7% | +137.1% | +153.4% |
| YTD | +393.6% | +38.4% | +355.1% | +361.6% |
| 1Y | +499.5% | +34.0% | +465.5% | +475.4% |
| All | +499.5% | +33.7% | +465.8% | +475.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 1y: compounded portfolio wealth divided by compounded DGX 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…
1y analysis · Full analysis span regression · 6 months rolling