+36.6%
ORLY vs MRNA
+34.8%
+1.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.4% | -5.0% | +0.4% |
| 7D | -2.4% | -1.1% | -1.3% | -2.4% |
| 30D | -6.8% | +126.1% | -132.9% | -6.8% |
| 3M | -4.8% | +190.0% | -194.8% | -5.0% |
| 6M | -9.1% | +157.2% | -166.3% | -9.2% |
| YTD | -5.9% | +388.2% | -394.1% | -5.8% |
| 1Y | -20.4% | +467.0% | -487.4% | -20.2% |
| 3Y | +36.6% | +36.1% | +0.5% | +36.9% |
| All | +36.6% | +34.8% | +1.8% | +36.9% |
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 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