+36.1%
MRNA vs SYY
+29.1%
+6.9%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.1% | +4.3% | +4.9% |
| 7D | -1.1% | +3.9% | -5.0% | -2.6% |
| 30D | +126.1% | -1.7% | +127.9% | +127.5% |
| 3M | +190.0% | +5.2% | +184.9% | +184.5% |
| 6M | +157.2% | -0.2% | +157.4% | +156.2% |
| YTD | +388.2% | +15.4% | +372.8% | +355.1% |
| 1Y | +467.0% | +5.6% | +461.4% | +451.2% |
| 3Y | +36.1% | +28.9% | +7.2% | +12.8% |
| All | +36.1% | +29.1% | +6.9% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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