+674.0%
MRNA vs PEG
+69.9%
+604.1%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.1% | +5.5% | +5.4% |
| 7D | -1.1% | -0.9% | -0.2% | -0.9% |
| 30D | +126.1% | -3.7% | +129.8% | +127.6% |
| 3M | +190.0% | -7.3% | +197.3% | +194.0% |
| 6M | +157.2% | -10.5% | +167.7% | +162.4% |
| YTD | +388.2% | -7.5% | +395.7% | +394.3% |
| 1Y | +467.0% | -8.7% | +475.8% | +476.0% |
| 3Y | +36.1% | +31.4% | +4.7% | +27.9% |
| 5Y | -68.0% | +37.8% | -105.7% | -70.1% |
| All | +674.0% | +69.9% | +604.1% | +585.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling