+674.0%
MRNA vs SONY
+139.6%
+534.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.6% | +3.8% | +4.6% |
| 7D | -1.1% | -2.7% | +1.6% | +0.2% |
| 30D | +126.1% | +1.5% | +124.6% | +124.2% |
| 3M | +190.0% | +13.0% | +177.0% | +172.1% |
| 6M | +157.2% | +11.2% | +146.0% | +141.5% |
| YTD | +388.2% | -6.6% | +394.8% | +396.8% |
| 1Y | +467.0% | -18.1% | +485.2% | +511.8% |
| 3Y | +36.1% | +42.1% | -6.0% | +8.8% |
| 5Y | -68.0% | +11.0% | -79.0% | -71.7% |
| All | +674.0% | +139.6% | +534.4% | +413.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling