+499.5%
MRNA vs JBL
+52.3%
+447.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.5% | -3.8% | -2.1% |
| 7D | +5.5% | +3.0% | +2.5% | +5.8% |
| 30D | +158.7% | -8.3% | +167.0% | +156.8% |
| 3M | +182.1% | -16.9% | +199.0% | +183.9% |
| 6M | +151.8% | +21.8% | +130.1% | +116.5% |
| YTD | +393.6% | +36.3% | +357.3% | +302.9% |
| 1Y | +499.5% | +49.5% | +450.0% | +367.1% |
| All | +499.5% | +52.3% | +447.1% | +367.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 1y: compounded portfolio wealth divided by compounded JBL 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…
1y analysis · Full analysis span regression · 6 months rolling