-65.7%
MRNA vs SU
+348.9%
-414.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.1% | +5.5% | +5.4% |
| 7D | -1.1% | +2.2% | -3.3% | -1.2% |
| 30D | +126.1% | +8.4% | +117.7% | +124.5% |
| 3M | +190.0% | +12.1% | +177.9% | +186.7% |
| 6M | +157.2% | +19.7% | +137.6% | +150.9% |
| YTD | +388.2% | +58.4% | +329.8% | +359.4% |
| 1Y | +467.0% | +67.2% | +399.8% | +430.3% |
| 3Y | +36.1% | +125.0% | -89.0% | +23.9% |
| All | -65.7% | +348.9% | -414.6% | -68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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