+547.4%
PLTR vs MRNA
-67.9%
+615.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.4% | -4.6% | +0.2% |
| 7D | -4.1% | -1.1% | -3.0% | -4.0% |
| 30D | -2.2% | +126.1% | -128.3% | -20.0% |
| 3M | +27.6% | +190.0% | -162.4% | -2.9% |
| 6M | +10.3% | +157.2% | -146.9% | -14.2% |
| YTD | -5.9% | +388.2% | -394.1% | -39.7% |
| 1Y | +1.7% | +467.0% | -465.3% | -38.6% |
| 3Y | +959.1% | +36.1% | +923.0% | +779.5% |
| All | +547.4% | -67.9% | +615.3% | +596.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling