+987.9%
MRNA vs PBR
+74.7%
+913.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -7.0% | +20.1% | +13.5% |
| 7D | +20.6% | -11.0% | +31.6% | +21.7% |
| 30D | +27.1% | -18.8% | +45.9% | +29.4% |
| 3M | +353.4% | +7.8% | +345.6% | +345.0% |
| 6M | +446.3% | -7.6% | +453.8% | +449.7% |
| YTD | +776.2% | +72.7% | +703.5% | +674.7% |
| 1Y | +987.9% | +72.9% | +915.0% | +818.3% |
| All | +987.9% | +74.7% | +913.2% | +818.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 1y: compounded portfolio wealth divided by compounded PBR 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…
1y analysis · Full analysis span regression · 6 months rolling