+29.1%
MRNA vs GEN
+58.8%
-29.6%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.5% |
| 7D | -8.2% | -4.3% | -3.9% | -7.0% |
| 30D | +125.6% | +3.8% | +121.8% | +122.0% |
| 3M | +197.1% | +22.3% | +174.8% | +175.7% |
| 6M | +148.5% | +39.0% | +109.5% | +117.5% |
| YTD | +363.3% | +11.9% | +351.4% | +336.5% |
| 1Y | +462.0% | +4.5% | +457.5% | +444.8% |
| All | +29.1% | +58.8% | -29.6% | +4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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