+41.2%
MRNA vs PL
+45.6%
-4.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.7% | -6.1% | -6.6% |
| 7D | +9.8% | +5.6% | +4.2% | +8.7% |
| 30D | +11.5% | -16.9% | +28.4% | +14.3% |
| 3M | +319.4% | -38.2% | +357.6% | +346.8% |
| 6M | +361.5% | -63.4% | +425.0% | +426.5% |
| YTD | +750.6% | -27.6% | +778.2% | +752.7% |
| 1Y | +913.0% | +6.6% | +906.5% | +846.7% |
| 3Y | +258.1% | +557.6% | -299.5% | +115.7% |
| 5Y | +9.6% | +39.5% | -29.9% | -25.3% |
| All | +41.2% | +45.6% | -4.4% | +5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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