+987.9%
MRNA vs TROW
+17.3%
+970.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +6.0% | +7.1% | +5.6% |
| 7D | +20.6% | +8.2% | +12.4% | +9.7% |
| 30D | +27.1% | +8.3% | +18.8% | +15.6% |
| 3M | +353.4% | -1.6% | +354.9% | +356.9% |
| 6M | +446.3% | +11.9% | +434.4% | +408.3% |
| YTD | +776.2% | +14.3% | +761.8% | +669.3% |
| 1Y | +987.9% | +17.0% | +970.9% | +830.0% |
| All | +987.9% | +17.3% | +970.6% | +830.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 1y: compounded portfolio wealth divided by compounded TROW 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…
1y analysis · Full analysis span regression · 6 months rolling