+30.4%
MRNA vs GD
+72.8%
-42.4%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.8% | -2.8% | -3.2% |
| 7D | -9.0% | -3.5% | -5.6% | -7.3% |
| 30D | +137.2% | -9.0% | +146.2% | +148.9% |
| 3M | +194.8% | +5.1% | +189.7% | +185.3% |
| 6M | +167.2% | -1.0% | +168.2% | +167.7% |
| YTD | +375.9% | +7.3% | +368.5% | +355.3% |
| 1Y | +465.2% | +12.4% | +452.7% | +431.4% |
| 3Y | +30.4% | +73.7% | -43.3% | +15.3% |
| All | +30.4% | +72.8% | -42.4% | +15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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