+29.1%
MRNA vs EMB
+29.4%
-0.3%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.6% | +3.2% |
| 7D | -8.2% | -1.1% | -7.1% | -5.1% |
| 30D | +125.6% | -1.1% | +126.6% | +136.3% |
| 3M | +197.1% | -0.8% | +197.8% | +210.4% |
| 6M | +148.5% | -0.1% | +148.5% | +156.4% |
| YTD | +363.3% | +0.4% | +362.8% | +374.8% |
| 1Y | +462.0% | +3.3% | +458.7% | +446.1% |
| All | +29.1% | +29.4% | -0.3% | -17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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