+682.5%
MRNA vs PPL
+59.0%
+623.6%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | +5.5% | +2.7% | +2.8% | +5.0% |
| 30D | +158.7% | +0.5% | +158.3% | +158.5% |
| 3M | +182.1% | +0.7% | +181.5% | +181.3% |
| 6M | +151.8% | -7.6% | +159.4% | +154.7% |
| YTD | +393.6% | +1.8% | +391.7% | +390.6% |
| 1Y | +499.5% | -0.8% | +500.2% | +498.8% |
| 3Y | +29.3% | +56.9% | -27.6% | +18.1% |
| 5Y | -65.1% | +39.5% | -104.6% | -67.5% |
| All | +682.5% | +59.0% | +623.6% | +591.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling