-30.5%
MRNA vs GEHC
+2.1%
-32.6%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.5% | +5.9% | +5.6% |
| 7D | -1.1% | -7.2% | +6.1% | +3.0% |
| 30D | +126.1% | -11.6% | +137.7% | +144.6% |
| 3M | +190.0% | -0.8% | +190.9% | +195.6% |
| 6M | +157.2% | -11.9% | +169.1% | +175.8% |
| YTD | +388.2% | -21.9% | +410.1% | +451.5% |
| 1Y | +467.0% | -17.8% | +484.9% | +525.9% |
| 3Y | +36.1% | -3.5% | +39.6% | +43.4% |
| All | -30.5% | +2.1% | -32.6% | -29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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