+1,266.6%
MRNA vs GD
+149.0%
+1,117.6%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.6% | +5.9% | +5.4% |
| 7D | +14.6% | -5.0% | +19.6% | +15.7% |
| 30D | +29.4% | +8.9% | +20.4% | +26.9% |
| 3M | +371.9% | -8.0% | +380.0% | +379.3% |
| 6M | +421.0% | +2.9% | +418.1% | +416.0% |
| YTD | +762.0% | +7.1% | +754.9% | +747.6% |
| 1Y | +944.8% | +5.9% | +938.8% | +930.5% |
| 3Y | +252.7% | +53.9% | +198.8% | +232.3% |
| 5Y | +7.3% | +95.4% | -88.2% | +0.5% |
| All | +1,266.6% | +149.0% | +1,117.6% | +1,057.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling