+36.1%
MRNA vs EFV
+90.2%
-54.1%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.1% | +4.3% | +3.6% |
| 7D | -1.1% | -0.8% | -0.3% | +0.3% |
| 30D | +126.1% | +0.6% | +125.5% | +125.3% |
| 3M | +190.0% | +7.5% | +182.5% | +162.2% |
| 6M | +157.2% | +13.0% | +144.2% | +115.9% |
| YTD | +388.2% | +18.3% | +369.9% | +281.7% |
| 1Y | +467.0% | +26.7% | +440.3% | +300.0% |
| 3Y | +36.1% | +89.6% | -53.5% | -46.6% |
| All | +36.1% | +90.2% | -54.1% | -46.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling