+499.5%
MRNA vs SPG
+21.3%
+478.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.2% | -1.2% |
| 7D | +5.5% | -2.4% | +7.9% | +8.2% |
| 30D | +158.7% | -6.8% | +165.6% | +179.5% |
| 3M | +182.1% | +2.7% | +179.5% | +184.4% |
| 6M | +151.8% | +5.5% | +146.4% | +148.2% |
| YTD | +393.6% | +15.7% | +377.9% | +350.3% |
| 1Y | +499.5% | +20.9% | +478.6% | +450.5% |
| All | +499.5% | +21.3% | +478.1% | +450.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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