+28.2%
MRNA vs RY
+155.7%
-127.6%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.3% | -2.8% |
| 7D | -10.1% | -0.5% | -9.6% | -9.8% |
| 30D | +126.7% | -1.9% | +128.6% | +126.4% |
| 3M | +184.1% | +5.1% | +179.0% | +163.2% |
| 6M | +143.3% | +28.2% | +115.1% | +82.6% |
| YTD | +359.9% | +22.9% | +337.0% | +259.4% |
| 1Y | +454.2% | +45.5% | +408.7% | +261.7% |
| All | +28.2% | +155.7% | -127.6% | -47.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling