+682.5%
MRNA vs RY
+286.3%
+396.2%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -2.0% |
| 7D | +5.5% | +3.1% | +2.4% | +4.5% |
| 30D | +158.7% | -0.3% | +159.1% | +157.8% |
| 3M | +182.1% | +8.7% | +173.5% | +171.3% |
| 6M | +151.8% | +28.5% | +123.3% | +126.4% |
| YTD | +393.6% | +25.1% | +368.4% | +348.1% |
| 1Y | +499.5% | +46.3% | +453.2% | +413.1% |
| 3Y | +29.3% | +154.9% | -125.6% | -5.9% |
| 5Y | -65.1% | +140.3% | -205.4% | -74.3% |
| All | +682.5% | +286.3% | +396.2% | +467.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling