+1,100.9%
MRNA vs USFD
+239.0%
+861.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.6% | -3.5% |
| 7D | -12.1% | +1.7% | -13.8% | -12.2% |
| 30D | -1.3% | +10.2% | -11.5% | -1.9% |
| 3M | +250.9% | -1.5% | +252.4% | +251.2% |
| 6M | +343.0% | +27.3% | +315.7% | +337.1% |
| YTD | +657.4% | +44.0% | +613.5% | +641.2% |
| 1Y | +794.9% | +50.4% | +744.6% | +773.7% |
| 3Y | +218.1% | +153.6% | +64.6% | +206.2% |
| 5Y | -3.4% | +219.0% | -222.4% | -7.5% |
| All | +1,100.9% | +239.0% | +861.9% | +1,148.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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