+36.1%
MRNA vs MDY
+48.5%
-12.4%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.8% | +4.6% | +4.3% |
| 7D | -1.1% | -1.9% | +0.8% | +1.5% |
| 30D | +126.1% | -4.6% | +130.8% | +141.0% |
| 3M | +190.0% | -1.2% | +191.3% | +194.5% |
| 6M | +157.2% | +9.2% | +148.0% | +129.1% |
| YTD | +388.2% | +13.1% | +375.1% | +317.5% |
| 1Y | +467.0% | +13.0% | +454.0% | +387.1% |
| 3Y | +36.1% | +49.2% | -13.1% | -16.3% |
| All | +36.1% | +48.5% | -12.4% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 3y: compounded portfolio wealth divided by compounded MDY 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…
3y analysis · Full analysis span regression · 6 months rolling