+654.5%
MRNA vs GEN
+171.1%
+483.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.7% | -0.8% | -2.8% |
| 7D | -9.0% | -0.7% | -8.3% | -8.9% |
| 30D | +137.2% | +2.6% | +134.5% | +134.3% |
| 3M | +194.8% | +15.8% | +179.0% | +181.2% |
| 6M | +167.2% | +33.1% | +134.1% | +142.8% |
| YTD | +375.9% | +11.3% | +364.6% | +352.7% |
| 1Y | +465.2% | +1.7% | +463.5% | +453.0% |
| 3Y | +30.4% | +58.1% | -27.8% | +12.5% |
| 5Y | -66.8% | +20.6% | -87.4% | -70.0% |
| All | +654.5% | +171.1% | +483.4% | +438.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling