+629.1%
MRNA vs PPL
+56.4%
+572.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.5% | -1.9% | -3.1% |
| 7D | -10.1% | 0.0% | -10.1% | -10.1% |
| 30D | +126.7% | -1.3% | +128.0% | +127.1% |
| 3M | +184.1% | -2.6% | +186.7% | +185.0% |
| 6M | +143.3% | -8.4% | +151.7% | +146.4% |
| YTD | +359.9% | +0.2% | +359.7% | +358.3% |
| 1Y | +454.2% | -0.2% | +454.4% | +453.1% |
| 3Y | +26.0% | +52.9% | -26.9% | +15.5% |
| 5Y | -70.3% | +36.8% | -107.1% | -72.3% |
| All | +629.1% | +56.4% | +572.7% | +546.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 PPL 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