+499.5%
MRNA vs SONY
-10.8%
+510.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.6% | -0.6% | -1.9% |
| 7D | +5.5% | -1.2% | +6.6% | +5.8% |
| 30D | +158.7% | +9.4% | +149.3% | +153.7% |
| 3M | +182.1% | +10.5% | +171.6% | +172.2% |
| 6M | +151.8% | +11.7% | +140.1% | +140.4% |
| YTD | +393.6% | -4.1% | +397.6% | +362.2% |
| 1Y | +499.5% | -11.8% | +511.2% | +492.9% |
| All | +499.5% | -10.8% | +510.3% | +492.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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