-28.0%
ORCL vs MRNA
+511.3%
-539.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.2% | +5.3% | +3.1% |
| 7D | +5.3% | +5.5% | -0.2% | +5.1% |
| 30D | +10.0% | +158.7% | -148.8% | +4.5% |
| 3M | -32.6% | +182.1% | -214.7% | -36.4% |
| 6M | +4.9% | +151.8% | -146.9% | -0.3% |
| YTD | -17.8% | +393.6% | -411.3% | -26.1% |
| 1Y | -28.0% | +499.5% | -527.5% | -35.9% |
| All | -28.0% | +511.3% | -539.3% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 MRNA 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