+29.1%
MRNA vs SPG
+106.6%
-77.5%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.7% | +0.7% |
| 7D | -8.2% | -2.2% | -6.0% | -6.8% |
| 30D | +125.6% | -5.8% | +131.3% | +137.3% |
| 3M | +197.1% | -2.8% | +199.9% | +205.0% |
| 6M | +148.5% | +8.9% | +139.6% | +136.6% |
| YTD | +363.3% | +14.3% | +349.0% | +328.4% |
| 1Y | +462.0% | +19.5% | +442.5% | +405.4% |
| All | +29.1% | +106.6% | -77.5% | -20.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling