-52.9%
ORCL vs MRNA
+455.8%
-508.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.7% | -6.1% | -5.4% |
| 7D | -0.7% | -8.2% | +7.5% | -0.5% |
| 30D | +5.1% | +125.6% | -120.4% | +0.7% |
| 3M | -23.7% | +197.1% | -220.8% | -29.6% |
| 6M | +3.1% | +148.5% | -145.4% | -2.8% |
| YTD | -20.8% | +363.3% | -384.1% | -30.4% |
| 1Y | -52.9% | +462.0% | -514.9% | -60.3% |
| All | -52.9% | +455.8% | -508.7% | -60.3% |
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