-0.7%
PFE vs MRNA
+27.0%
-27.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.4% | +3.3% | +0.1% |
| 7D | -4.3% | -10.1% | +5.8% | -3.7% |
| 30D | +2.7% | +126.7% | -124.0% | -5.9% |
| 3M | +10.0% | +184.1% | -174.1% | -3.1% |
| 6M | +7.2% | +143.3% | -136.1% | -4.0% |
| YTD | +17.3% | +359.9% | -342.5% | -6.0% |
| 1Y | +20.3% | +454.2% | -433.9% | -7.3% |
| All | -0.7% | +27.0% | -27.7% | -11.5% |
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