+30.4%
MRNA vs RF
+92.1%
-61.7%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.2% | -2.4% | -3.3% |
| 7D | -9.0% | +2.7% | -11.7% | -9.7% |
| 30D | +137.2% | -3.4% | +140.5% | +137.4% |
| 3M | +194.8% | +6.4% | +188.5% | +179.9% |
| 6M | +167.2% | +13.4% | +153.8% | +144.2% |
| YTD | +375.9% | +14.2% | +361.6% | +329.9% |
| 1Y | +465.2% | +15.7% | +449.5% | +405.7% |
| 3Y | +30.4% | +91.3% | -61.0% | -10.0% |
| All | +30.4% | +92.1% | -61.7% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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