-65.7%
MRNA vs EMB
+6.3%
-72.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.1% | +5.5% | +5.5% |
| 7D | -1.1% | -1.2% | +0.1% | +1.4% |
| 30D | +126.1% | -1.3% | +127.4% | +134.2% |
| 3M | +190.0% | -1.8% | +191.8% | +204.2% |
| 6M | +157.2% | +0.2% | +157.0% | +161.7% |
| YTD | +388.2% | +0.4% | +387.8% | +396.7% |
| 1Y | +467.0% | +2.8% | +464.2% | +455.8% |
| 3Y | +36.1% | +29.1% | +6.9% | -6.5% |
| All | -65.7% | +6.3% | -72.0% | -73.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling