-70.3%
MRNA vs RY
+139.4%
-209.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.3% | -2.7% |
| 7D | -10.1% | -0.5% | -9.6% | -9.8% |
| 30D | +126.7% | -1.9% | +128.6% | +127.2% |
| 3M | +184.1% | +5.1% | +179.0% | +166.9% |
| 6M | +143.3% | +28.2% | +115.1% | +90.6% |
| YTD | +359.9% | +22.9% | +337.0% | +273.3% |
| 1Y | +454.2% | +45.5% | +408.7% | +287.0% |
| 3Y | +26.0% | +156.7% | -130.7% | -44.4% |
| 5Y | -70.3% | +137.7% | -208.0% | -85.9% |
| All | -70.3% | +139.4% | -209.6% | -85.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling