+499.5%
MRNA vs EFX
-25.2%
+524.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.4% | +4.1% | +2.9% |
| 7D | +5.5% | -8.6% | +14.1% | +13.0% |
| 30D | +158.7% | +0.1% | +158.6% | +167.7% |
| 3M | +182.1% | +3.8% | +178.3% | +187.2% |
| 6M | +151.8% | -13.5% | +165.3% | +166.9% |
| YTD | +393.6% | -17.7% | +411.2% | +429.0% |
| 1Y | +499.5% | -25.6% | +525.0% | +562.4% |
| All | +499.5% | -25.2% | +524.7% | +562.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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