+32.1%
ORCL vs MRNA
+27.0%
+5.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +2.8% | -0.4% |
| 7D | +10.9% | -10.1% | +21.0% | +11.3% |
| 30D | +7.0% | +126.7% | -119.7% | -0.5% |
| 3M | -21.2% | +184.1% | -205.3% | -29.1% |
| 6M | +7.4% | +143.3% | -135.9% | -1.7% |
| YTD | -16.3% | +359.9% | -376.1% | -29.6% |
| 1Y | -32.3% | +454.2% | -486.5% | -44.8% |
| All | +32.1% | +27.0% | +5.2% | +18.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling