+52.3%
PEP vs MRNA
+537.9%
-485.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.6% | +4.2% | +0.7% |
| 7D | +0.1% | -9.0% | +9.1% | +0.3% |
| 30D | +0.7% | +137.2% | -136.5% | -2.5% |
| 3M | -0.5% | +194.8% | -195.3% | -4.3% |
| 6M | -11.3% | +167.2% | -178.5% | -14.5% |
| YTD | -0.6% | +375.9% | -376.5% | -6.0% |
| 1Y | +1.7% | +465.2% | -463.5% | -4.5% |
| 3Y | -12.5% | +30.4% | -42.8% | -15.5% |
| 5Y | +3.9% | -66.8% | +70.7% | +2.1% |
| All | +52.3% | +537.9% | -485.6% | +34.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling