+629.1%
MRNA vs PR
+73.8%
+555.3%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.1% | -3.2% | -3.4% |
| 7D | -10.1% | -0.8% | -9.2% | -10.1% |
| 30D | +126.7% | +11.3% | +115.5% | +126.2% |
| 3M | +184.1% | +24.1% | +160.0% | +182.6% |
| 6M | +143.3% | +25.4% | +117.9% | +141.8% |
| YTD | +359.9% | +71.2% | +288.6% | +353.8% |
| 1Y | +454.2% | +78.6% | +375.6% | +446.2% |
| 3Y | +26.0% | +85.2% | -59.3% | +23.9% |
| 5Y | -70.3% | +419.0% | -489.3% | -70.6% |
| All | +629.1% | +73.8% | +555.3% | +832.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 PR 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