+634.5%
MRNA vs PEG
+70.1%
+564.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.8% |
| 7D | -8.2% | -0.9% | -7.3% | -8.1% |
| 30D | +125.6% | -2.8% | +128.3% | +126.6% |
| 3M | +197.1% | -6.9% | +204.0% | +201.0% |
| 6M | +148.5% | -11.4% | +159.9% | +154.0% |
| YTD | +363.3% | -7.4% | +370.7% | +369.0% |
| 1Y | +462.0% | -8.3% | +470.3% | +470.4% |
| 3Y | +26.9% | +31.5% | -4.6% | +19.3% |
| 5Y | -69.6% | +38.0% | -107.6% | -71.6% |
| All | +634.5% | +70.1% | +564.4% | +549.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling