+634.5%
MRNA vs SYY
+53.4%
+581.1%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.7% |
| 7D | -8.2% | +1.5% | -9.7% | -8.4% |
| 30D | +125.6% | -2.3% | +127.9% | +126.1% |
| 3M | +197.1% | +5.5% | +191.6% | +195.6% |
| 6M | +148.5% | -1.0% | +149.5% | +148.3% |
| YTD | +363.3% | +14.1% | +349.2% | +356.9% |
| 1Y | +462.0% | +5.6% | +456.4% | +458.2% |
| 3Y | +26.9% | +27.9% | -1.0% | +24.4% |
| 5Y | -69.6% | +22.7% | -92.3% | -69.8% |
| All | +634.5% | +53.4% | +581.1% | +657.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling