+634.5%
MRNA vs VALE
+115.2%
+519.3%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.8% | +0.9% |
| 7D | -8.2% | -0.2% | -8.0% | -8.2% |
| 30D | +125.6% | +9.7% | +115.8% | +122.1% |
| 3M | +197.1% | +5.3% | +191.8% | +194.0% |
| 6M | +148.5% | +0.5% | +147.9% | +147.6% |
| YTD | +363.3% | +20.6% | +342.7% | +351.3% |
| 1Y | +462.0% | +57.6% | +404.4% | +429.3% |
| 3Y | +26.9% | +50.6% | -23.6% | +19.4% |
| 5Y | -69.6% | +41.8% | -111.4% | -71.4% |
| All | +634.5% | +115.2% | +519.3% | +563.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VALE.
Daily Out/Under-Performance
Portfolio return minus VALE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VALE 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 VALE 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