+30.4%
MRNA vs PRU
+46.6%
-16.3%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.2% | -1.4% | -2.8% |
| 7D | -9.0% | +1.9% | -10.9% | -9.7% |
| 30D | +137.2% | -0.4% | +137.6% | +135.3% |
| 3M | +194.8% | +16.4% | +178.4% | +165.8% |
| 6M | +167.2% | +26.0% | +141.2% | +128.4% |
| YTD | +375.9% | +9.9% | +365.9% | +339.5% |
| 1Y | +465.2% | +18.8% | +446.4% | +393.2% |
| 3Y | +30.4% | +45.3% | -15.0% | -11.1% |
| All | +30.4% | +46.6% | -16.3% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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