+30.3%
MRNA vs PL
+41.8%
-11.6%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -3.1% | -3.9% | -6.5% |
| 7D | -4.2% | +22.3% | -26.4% | -7.1% |
| 30D | +7.0% | -8.3% | +15.3% | +8.2% |
| 3M | +263.4% | -43.3% | +306.6% | +292.4% |
| 6M | +334.3% | -65.8% | +400.1% | +401.1% |
| YTD | +684.5% | -29.5% | +714.0% | +689.8% |
| 1Y | +766.2% | +11.7% | +754.4% | +704.5% |
| 3Y | +230.3% | +540.6% | -310.3% | +99.8% |
| 5Y | +0.1% | +32.9% | -32.8% | -33.3% |
| All | +30.3% | +41.8% | -11.6% | -2.1% |
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