-65.7%
MRNA vs TECH
-43.3%
-22.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.1% | +5.3% | +5.3% |
| 7D | -1.1% | -0.4% | -0.7% | -0.8% |
| 30D | +126.1% | 0.0% | +126.2% | +126.5% |
| 3M | +190.0% | +33.7% | +156.4% | +142.2% |
| 6M | +157.2% | +34.9% | +122.3% | +105.9% |
| YTD | +388.2% | +23.2% | +365.0% | +312.1% |
| 1Y | +467.0% | +36.3% | +430.7% | +342.9% |
| 3Y | +36.1% | +2.3% | +33.8% | +22.6% |
| All | -65.7% | -43.3% | -22.4% | -55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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