+467.0%
MRNA vs ROST
+55.6%
+411.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.3% | +3.0% | +4.5% |
| 7D | -1.1% | +0.2% | -1.3% | -1.1% |
| 30D | +126.1% | -6.9% | +133.0% | +132.9% |
| 3M | +190.0% | -3.3% | +193.3% | +194.2% |
| 6M | +157.2% | +9.0% | +148.2% | +135.3% |
| YTD | +388.2% | +28.9% | +359.3% | +302.3% |
| 1Y | +467.0% | +54.0% | +413.1% | +333.6% |
| All | +467.0% | +55.6% | +411.5% | +333.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROST.
Daily Out/Under-Performance
Portfolio return minus ROST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROST 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 1y: compounded portfolio wealth divided by compounded ROST 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…
1y analysis · Full analysis span regression · 6 months rolling