+11.1%
MRNA vs PPL
+48.6%
-37.5%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +9.8% |
| 3M | +319.4% | +2.9% | +316.4% | +314.2% |
| 6M | +361.5% | +1.1% | +360.4% | +357.5% |
| YTD | +750.6% | +4.5% | +746.1% | +728.8% |
| 1Y | +913.0% | +0.1% | +912.9% | +905.4% |
| 3Y | +258.1% | +55.7% | +202.4% | +176.6% |
| All | +11.1% | +48.6% | -37.5% | -5.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling