+467.0%
MRNA vs JD
-15.9%
+483.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.1% | +5.2% | +5.3% |
| 7D | -1.1% | -4.2% | +3.2% | +0.9% |
| 30D | +126.1% | -14.4% | +140.5% | +136.7% |
| 3M | +190.0% | -3.6% | +193.6% | +196.5% |
| 6M | +157.2% | -0.3% | +157.5% | +156.8% |
| YTD | +388.2% | -2.4% | +390.6% | +388.4% |
| 1Y | +467.0% | -18.5% | +485.6% | +494.5% |
| All | +467.0% | -15.9% | +483.0% | +494.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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