-3.6%
PFE vs MRNA
+554.4%
-558.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.4% | -5.1% | -0.1% |
| 7D | -2.6% | -1.1% | -1.5% | -2.5% |
| 30D | +5.4% | +126.1% | -120.8% | -4.6% |
| 3M | +7.8% | +190.0% | -182.3% | -5.2% |
| 6M | +5.0% | +157.2% | -152.2% | -6.9% |
| YTD | +17.1% | +388.2% | -371.1% | -3.1% |
| 1Y | +19.3% | +467.0% | -447.7% | -3.1% |
| 3Y | -0.9% | +36.1% | -37.0% | -11.6% |
| 5Y | -20.8% | -68.0% | +47.2% | -24.5% |
| All | -3.6% | +554.4% | -558.0% | -27.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling