+987.9%
MRNA vs DGX
+45.0%
+943.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +3.5% | +9.6% | +10.3% |
| 7D | +20.6% | +4.1% | +16.5% | +17.1% |
| 30D | +27.1% | +10.5% | +16.6% | +17.7% |
| 3M | +353.4% | +9.8% | +343.6% | +326.6% |
| 6M | +446.3% | +34.6% | +411.7% | +397.6% |
| YTD | +776.2% | +49.8% | +726.3% | +614.0% |
| 1Y | +987.9% | +46.0% | +941.9% | +790.1% |
| All | +987.9% | +45.0% | +943.0% | +790.1% |
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