+30.4%
MRNA vs FGI
-6.2%
+36.6%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.9% | -5.5% | -3.6% |
| 7D | -9.0% | +5.2% | -14.2% | -9.0% |
| 30D | +137.2% | +65.2% | +72.0% | +132.7% |
| 3M | +194.8% | +30.2% | +164.6% | +190.2% |
| 6M | +167.2% | +87.8% | +79.4% | +155.5% |
| YTD | +375.9% | +32.5% | +343.4% | +360.2% |
| 1Y | +465.2% | +93.6% | +371.6% | +428.5% |
| 3Y | +30.4% | -2.6% | +33.0% | +21.6% |
| All | +30.4% | -6.2% | +36.6% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 3y: compounded portfolio wealth divided by compounded FGI 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…
3y analysis · Full analysis span regression · 6 months rolling