-69.2%
MRNA vs EXPD
+59.0%
-128.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.5% | -2.1% | -2.8% |
| 7D | -9.0% | -0.9% | -8.1% | -8.6% |
| 30D | +137.2% | +4.1% | +133.1% | +132.4% |
| 3M | +194.8% | +13.8% | +181.0% | +173.7% |
| 6M | +167.2% | +27.3% | +139.9% | +131.2% |
| YTD | +375.9% | +25.4% | +350.4% | +309.4% |
| 1Y | +465.2% | +54.4% | +410.8% | +323.2% |
| 3Y | +30.4% | +67.9% | -37.5% | -8.2% |
| All | -69.2% | +59.0% | -128.2% | -79.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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