+674.0%
MRNA vs PBR
+412.6%
+261.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.8% | +6.2% | +5.4% |
| 7D | -1.1% | +5.4% | -6.5% | -1.3% |
| 30D | +126.1% | +22.9% | +103.2% | +124.7% |
| 3M | +190.0% | +19.6% | +170.4% | +188.3% |
| 6M | +157.2% | +16.5% | +140.8% | +155.6% |
| YTD | +388.2% | +86.7% | +301.5% | +378.4% |
| 1Y | +467.0% | +74.7% | +392.3% | +456.5% |
| 3Y | +36.1% | +102.6% | -66.5% | +33.7% |
| 5Y | -68.0% | +566.6% | -634.5% | -67.7% |
| All | +674.0% | +412.6% | +261.4% | +821.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling