-65.7%
MRNA vs JD
-61.2%
-4.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.1% | +5.2% | +5.3% |
| 7D | -1.1% | -4.2% | +3.2% | +0.3% |
| 30D | +126.1% | -14.4% | +140.5% | +137.1% |
| 3M | +190.0% | -3.6% | +193.6% | +192.6% |
| 6M | +157.2% | -0.3% | +157.5% | +155.8% |
| YTD | +388.2% | -2.4% | +390.6% | +386.9% |
| 1Y | +467.0% | -18.5% | +485.6% | +495.1% |
| 3Y | +36.1% | -7.0% | +43.1% | +30.4% |
| All | -65.7% | -61.2% | -4.5% | -61.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling