-65.7%
MRNA vs EXPE
+92.3%
-158.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.4% | +4.0% | +5.0% |
| 7D | -1.1% | -5.8% | +4.7% | +0.4% |
| 30D | +126.1% | -13.6% | +139.7% | +134.5% |
| 3M | +190.0% | +25.2% | +164.8% | +175.2% |
| 6M | +157.2% | +22.3% | +134.9% | +143.9% |
| YTD | +388.2% | -0.3% | +388.5% | +382.1% |
| 1Y | +467.0% | +27.8% | +439.2% | +422.6% |
| 3Y | +36.1% | +162.4% | -126.4% | +3.5% |
| All | -65.7% | +92.3% | -158.0% | -70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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