+29.1%
MRNA vs S
+15.8%
+13.4%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.2% | +0.5% |
| 7D | -8.2% | +0.1% | -8.3% | -8.2% |
| 30D | +125.6% | -11.8% | +137.4% | +127.3% |
| 3M | +197.1% | +33.9% | +163.1% | +167.1% |
| 6M | +148.5% | +40.1% | +108.4% | +117.9% |
| YTD | +363.3% | +32.1% | +331.2% | +310.0% |
| 1Y | +462.0% | +11.0% | +450.9% | +419.5% |
| All | +29.1% | +15.8% | +13.4% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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