+36.1%
MRNA vs RRX
+5.4%
+30.7%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.7% | +1.7% | +4.1% |
| 7D | -1.1% | -0.3% | -0.7% | -0.9% |
| 30D | +126.1% | -6.1% | +132.3% | +130.7% |
| 3M | +190.0% | -23.1% | +213.1% | +211.4% |
| 6M | +157.2% | -19.5% | +176.8% | +167.9% |
| YTD | +388.2% | +16.1% | +372.1% | +327.3% |
| 1Y | +467.0% | +12.9% | +454.1% | +398.4% |
| 3Y | +36.1% | +7.9% | +28.1% | +0.2% |
| All | +36.1% | +5.4% | +30.7% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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