+987.9%
MRNA vs SCHG
+5.5%
+982.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +1.3% | +11.9% | +10.5% |
| 7D | +20.6% | -2.5% | +23.2% | +27.0% |
| 30D | +27.1% | -5.4% | +32.6% | +43.5% |
| 3M | +353.4% | -2.2% | +355.5% | +384.9% |
| 6M | +446.3% | +5.2% | +441.1% | +431.1% |
| YTD | +776.2% | +6.8% | +769.4% | +728.0% |
| 1Y | +987.9% | +5.9% | +982.0% | +940.9% |
| All | +987.9% | +5.5% | +982.4% | +940.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 1y: compounded portfolio wealth divided by compounded SCHG 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…
1y analysis · Full analysis span regression · 6 months rolling