+634.5%
MRNA vs MDY
+123.6%
+510.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.7% | +1.3% |
| 7D | -8.2% | -2.5% | -5.7% | -6.8% |
| 30D | +125.6% | -5.0% | +130.6% | +132.6% |
| 3M | +197.1% | +0.5% | +196.6% | +196.6% |
| 6M | +148.5% | +8.0% | +140.5% | +138.6% |
| YTD | +363.3% | +12.2% | +351.1% | +337.2% |
| 1Y | +462.0% | +14.0% | +448.0% | +427.3% |
| 3Y | +26.9% | +48.2% | -21.2% | +7.9% |
| 5Y | -69.6% | +46.1% | -115.7% | -74.3% |
| All | +634.5% | +123.6% | +510.9% | +516.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling