+499.5%
MRNA vs PFG
+51.4%
+448.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.7% | -2.4% |
| 7D | +5.5% | +5.5% | 0.0% | +6.2% |
| 30D | +158.7% | +2.4% | +156.4% | +161.8% |
| 3M | +182.1% | +13.6% | +168.5% | +170.5% |
| 6M | +151.8% | +27.9% | +123.9% | +124.5% |
| YTD | +393.6% | +35.6% | +358.0% | +321.0% |
| 1Y | +499.5% | +48.5% | +451.0% | +403.5% |
| All | +499.5% | +51.4% | +448.1% | +403.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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