-24.4%
MRNA vs EXE
+187.5%
-211.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.6% | -1.8% | -3.1% |
| 7D | -10.1% | -2.7% | -7.4% | -9.7% |
| 30D | +126.7% | -0.4% | +127.1% | +126.8% |
| 3M | +184.1% | +9.5% | +174.6% | +180.3% |
| 6M | +143.3% | -9.3% | +152.6% | +146.1% |
| YTD | +359.9% | -10.9% | +370.8% | +365.5% |
| 1Y | +454.2% | +4.3% | +449.9% | +448.1% |
| 3Y | +26.0% | +18.8% | +7.2% | +20.8% |
| 5Y | -70.3% | +101.4% | -171.7% | -71.2% |
| All | -24.4% | +187.5% | -211.9% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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