+257.3%
MRNA vs PPL
+55.8%
+201.5%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +0.1% | -6.8% | -6.8% |
| 7D | +9.8% | 0.0% | +9.8% | +9.8% |
| 30D | +11.5% | +4.3% | +7.2% | +11.3% |
| 3M | +319.4% | +2.9% | +316.4% | +319.1% |
| 6M | +361.5% | +1.1% | +360.4% | +361.5% |
| YTD | +750.6% | +4.5% | +746.1% | +742.8% |
| 1Y | +913.0% | +0.1% | +912.9% | +914.7% |
| All | +257.3% | +55.8% | +201.5% | +166.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling