-65.7%
MRNA vs MDY
+46.3%
-112.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.8% | +4.6% | +4.4% |
| 7D | -1.1% | -1.9% | +0.8% | +1.2% |
| 30D | +126.1% | -4.6% | +130.8% | +139.4% |
| 3M | +190.0% | -1.2% | +191.3% | +194.3% |
| 6M | +157.2% | +9.2% | +148.0% | +132.7% |
| YTD | +388.2% | +13.1% | +375.1% | +326.2% |
| 1Y | +467.0% | +13.0% | +454.0% | +397.3% |
| 3Y | +36.1% | +49.2% | -13.1% | -9.9% |
| All | -65.7% | +46.3% | -112.0% | -79.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling