+499.5%
MRNA vs EFV
+30.7%
+468.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.0% |
| 7D | +5.5% | +1.5% | +4.0% | +2.6% |
| 30D | +158.7% | +1.7% | +157.0% | +152.5% |
| 3M | +182.1% | +8.6% | +173.5% | +151.3% |
| 6M | +151.8% | +11.7% | +140.1% | +117.0% |
| YTD | +393.6% | +19.3% | +374.3% | +275.2% |
| 1Y | +499.5% | +30.2% | +469.3% | +274.6% |
| All | +499.5% | +30.7% | +468.8% | +274.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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