+36.1%
MRNA vs TROW
+11.3%
+24.7%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.2% | +6.6% | +6.4% |
| 7D | -1.1% | -3.2% | +2.1% | +1.8% |
| 30D | +126.1% | -4.6% | +130.7% | +137.3% |
| 3M | +190.0% | -0.7% | +190.7% | +195.2% |
| 6M | +157.2% | +22.2% | +135.0% | +125.6% |
| YTD | +388.2% | +6.6% | +381.6% | +367.7% |
| 1Y | +467.0% | +5.8% | +461.2% | +444.4% |
| 3Y | +36.1% | +11.6% | +24.5% | +18.7% |
| All | +36.1% | +11.3% | +24.7% | +18.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling