+1,100.9%
MRNA vs RY
+273.4%
+827.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.3% | -3.4% |
| 7D | -12.1% | +0.6% | -12.7% | -12.2% |
| 30D | -1.3% | +5.0% | -6.3% | -2.6% |
| 3M | +250.9% | -5.3% | +256.2% | +256.5% |
| 6M | +343.0% | +13.8% | +329.2% | +317.4% |
| YTD | +657.4% | +21.0% | +636.5% | +596.1% |
| 1Y | +794.9% | +40.5% | +754.4% | +676.7% |
| 3Y | +218.1% | +159.7% | +58.5% | +131.7% |
| 5Y | -3.4% | +124.3% | -127.7% | -28.0% |
| All | +1,100.9% | +273.4% | +827.5% | +781.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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