+634.5%
MRNA vs JBL
+1,196.1%
-561.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.8% | +3.5% | +1.2% |
| 7D | -8.2% | -1.0% | -7.2% | -8.1% |
| 30D | +125.6% | -15.1% | +140.6% | +131.6% |
| 3M | +197.1% | -14.0% | +211.1% | +201.6% |
| 6M | +148.5% | +20.6% | +127.9% | +131.4% |
| YTD | +363.3% | +32.9% | +330.4% | +320.7% |
| 1Y | +462.0% | +40.5% | +421.5% | +402.3% |
| 3Y | +26.9% | +183.7% | -156.8% | -4.6% |
| 5Y | -69.6% | +388.3% | -457.9% | -79.4% |
| All | +634.5% | +1,196.1% | -561.5% | +404.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling