+674.0%
MRNA vs YUM
+77.7%
+596.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -2.1% | +7.5% | +5.6% |
| 7D | -1.1% | -6.1% | +5.0% | -0.5% |
| 30D | +126.1% | -5.8% | +131.9% | +127.1% |
| 3M | +190.0% | -7.6% | +197.7% | +191.9% |
| 6M | +157.2% | -9.1% | +166.4% | +159.1% |
| YTD | +388.2% | -5.5% | +393.7% | +389.4% |
| 1Y | +467.0% | -3.7% | +470.7% | +467.4% |
| 3Y | +36.1% | +17.8% | +18.3% | +34.0% |
| 5Y | -68.0% | +19.3% | -87.2% | -69.1% |
| All | +674.0% | +77.7% | +596.4% | +648.3% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 YUM 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