-65.7%
MRNA vs RGEN
-44.2%
-21.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.3% | +5.1% | +5.2% |
| 7D | -1.1% | -1.4% | +0.4% | -0.3% |
| 30D | +126.1% | -0.3% | +126.4% | +129.2% |
| 3M | +190.0% | +23.9% | +166.1% | +162.8% |
| 6M | +157.2% | +38.5% | +118.7% | +118.3% |
| YTD | +388.2% | +0.8% | +387.4% | +383.7% |
| 1Y | +467.0% | +38.2% | +428.8% | +382.2% |
| 3Y | +36.1% | +1.3% | +34.8% | +23.9% |
| All | -65.7% | -44.2% | -21.5% | -54.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling