+36.1%
MRNA vs PFG
+70.6%
-34.5%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.0% | +4.3% | +4.9% |
| 7D | -1.1% | -0.4% | -0.6% | -0.8% |
| 30D | +126.1% | +2.9% | +123.2% | +122.3% |
| 3M | +190.0% | +6.7% | +183.3% | +177.9% |
| 6M | +157.2% | +33.8% | +123.5% | +112.2% |
| YTD | +388.2% | +35.0% | +353.2% | +298.0% |
| 1Y | +467.0% | +46.4% | +420.6% | +337.6% |
| 3Y | +36.1% | +71.6% | -35.6% | -5.1% |
| All | +36.1% | +70.6% | -34.5% | -5.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling