-65.7%
MRNA vs SPY
+82.3%
-148.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.9% | +4.5% | +4.2% |
| 7D | -1.1% | -0.8% | -0.3% | 0.0% |
| 30D | +126.1% | -1.1% | +127.2% | +130.6% |
| 3M | +190.0% | +3.9% | +186.2% | +177.0% |
| 6M | +157.2% | +13.6% | +143.6% | +119.4% |
| YTD | +388.2% | +12.7% | +375.5% | +322.1% |
| 1Y | +467.0% | +17.5% | +449.5% | +365.2% |
| 3Y | +36.1% | +76.9% | -40.8% | -33.2% |
| All | -65.7% | +82.3% | -148.0% | -84.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 5y: compounded portfolio wealth divided by compounded SPY 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…
5y analysis · Full analysis span regression · 6 months rolling