+654.5%
MRNA vs JD
+49.9%
+604.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.1% | -1.5% | -3.0% |
| 7D | -9.0% | -0.8% | -8.2% | -8.8% |
| 30D | +137.2% | -16.0% | +153.2% | +148.6% |
| 3M | +194.8% | -3.2% | +198.0% | +196.7% |
| 6M | +167.2% | +6.1% | +161.1% | +161.5% |
| YTD | +375.9% | -0.1% | +376.0% | +371.8% |
| 1Y | +465.2% | -12.7% | +477.9% | +479.8% |
| 3Y | +30.4% | -6.3% | +36.7% | +25.8% |
| 5Y | -66.8% | -61.3% | -5.5% | -62.9% |
| All | +654.5% | +49.9% | +604.5% | +454.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling