+235.9%
MRNA vs PLTU
+133.3%
+102.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.6% | +3.8% | +5.2% |
| 7D | -1.1% | -8.1% | +7.1% | 0.0% |
| 30D | +126.1% | -7.0% | +133.2% | +127.6% |
| 3M | +190.0% | +40.0% | +150.0% | +172.7% |
| 6M | +157.2% | -6.0% | +163.2% | +148.5% |
| YTD | +388.2% | -37.1% | +425.3% | +386.4% |
| 1Y | +467.0% | -33.1% | +500.2% | +450.7% |
| All | +235.9% | +133.3% | +102.6% | +166.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 5y: compounded portfolio wealth divided by compounded PLTU 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…
5y analysis · Full analysis span regression · 6 months rolling