+654.5%
MRNA vs EMB
+31.9%
+622.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.1% | -3.5% | -3.5% |
| 7D | -9.0% | +0.3% | -9.3% | -9.3% |
| 30D | +137.2% | -0.5% | +137.7% | +139.6% |
| 3M | +194.8% | +0.3% | +194.5% | +196.2% |
| 6M | +167.2% | +1.2% | +166.0% | +167.0% |
| YTD | +375.9% | +1.5% | +374.4% | +375.1% |
| 1Y | +465.2% | +4.8% | +460.4% | +449.5% |
| 3Y | +30.4% | +30.4% | 0.0% | +7.4% |
| 5Y | -66.8% | +7.3% | -74.1% | -72.4% |
| All | +654.5% | +31.9% | +622.5% | +228.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling