+499.5%
MRNA vs PEG
-7.0%
+506.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.2% |
| 7D | +5.5% | +0.7% | +4.8% | +5.4% |
| 30D | +158.7% | -2.4% | +161.2% | +159.8% |
| 3M | +182.1% | -4.8% | +186.9% | +184.4% |
| 6M | +151.8% | -10.7% | +162.5% | +161.4% |
| YTD | +393.6% | -6.7% | +400.2% | +399.4% |
| 1Y | +499.5% | -6.8% | +506.3% | +522.5% |
| All | +499.5% | -7.0% | +506.5% | +522.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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