+674.0%
MRNA vs RGEN
+167.6%
+506.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.3% | +5.1% | +5.2% |
| 7D | -1.1% | -1.4% | +0.4% | -0.4% |
| 30D | +126.1% | -0.3% | +126.4% | +128.7% |
| 3M | +190.0% | +23.9% | +166.1% | +167.2% |
| 6M | +157.2% | +38.5% | +118.7% | +124.5% |
| YTD | +388.2% | +0.8% | +387.4% | +384.7% |
| 1Y | +467.0% | +38.2% | +428.8% | +396.7% |
| 3Y | +36.1% | +1.3% | +34.8% | +26.9% |
| 5Y | -68.0% | -44.0% | -24.0% | -65.5% |
| All | +674.0% | +167.6% | +506.4% | +519.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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