-65.7%
MRNA vs GEN
+22.3%
-88.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.0% | +4.4% | +5.1% |
| 7D | -1.1% | -1.3% | +0.2% | -0.6% |
| 30D | +126.1% | +6.1% | +120.0% | +120.4% |
| 3M | +190.0% | +27.0% | +163.1% | +165.3% |
| 6M | +157.2% | +43.9% | +113.4% | +122.1% |
| YTD | +388.2% | +13.0% | +375.2% | +357.1% |
| 1Y | +467.0% | +4.0% | +463.0% | +448.8% |
| 3Y | +36.1% | +66.2% | -30.1% | +10.6% |
| All | -65.7% | +22.3% | -88.0% | -72.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling