+634.5%
MRNA vs IT
+15.4%
+619.2%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.6% |
| 7D | -8.2% | -12.7% | +4.5% | -4.7% |
| 30D | +125.6% | -8.9% | +134.4% | +131.8% |
| 3M | +197.1% | +10.1% | +186.9% | +190.4% |
| 6M | +148.5% | +7.3% | +141.2% | +142.5% |
| YTD | +363.3% | -32.4% | +395.6% | +399.9% |
| 1Y | +462.0% | -26.6% | +488.6% | +492.1% |
| 3Y | +26.9% | -51.8% | +78.7% | +47.1% |
| 5Y | -69.6% | -45.6% | -24.0% | -66.4% |
| All | +634.5% | +15.4% | +619.2% | +721.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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