+28.2%
MRNA vs IR
+5.7%
+22.5%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.0% | -1.3% | -2.2% |
| 7D | -10.1% | -1.9% | -8.2% | -9.1% |
| 30D | +126.7% | -15.0% | +141.8% | +148.7% |
| 3M | +184.1% | -0.4% | +184.5% | +181.6% |
| 6M | +143.3% | -15.0% | +158.3% | +162.9% |
| YTD | +359.9% | -7.1% | +366.9% | +368.1% |
| 1Y | +454.2% | -7.5% | +461.7% | +465.2% |
| All | +28.2% | +5.7% | +22.5% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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