+36.1%
MRNA vs TRMB
+12.4%
+23.6%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.4% | +3.9% | +4.4% |
| 7D | -1.1% | -3.0% | +2.0% | +1.2% |
| 30D | +126.1% | +2.3% | +123.8% | +124.9% |
| 3M | +190.0% | +15.3% | +174.7% | +168.6% |
| 6M | +157.2% | -14.7% | +171.9% | +180.0% |
| YTD | +388.2% | -26.4% | +414.6% | +476.1% |
| 1Y | +467.0% | -30.4% | +497.4% | +591.5% |
| 3Y | +36.1% | +13.5% | +22.6% | +24.2% |
| All | +36.1% | +12.4% | +23.6% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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