+96.9%
PSX vs MRNA
+945.0%
-848.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +13.1% | -17.6% | -4.4% |
| 7D | -5.2% | +20.6% | -25.8% | -5.0% |
| 30D | -3.7% | +27.1% | -30.9% | -3.4% |
| 3M | +26.8% | +353.4% | -326.6% | +29.5% |
| 6M | +47.3% | +446.3% | -398.9% | +50.4% |
| YTD | +105.4% | +776.2% | -670.7% | +104.5% |
| 1Y | +96.9% | +987.9% | -891.0% | +90.1% |
| All | +96.9% | +945.0% | -848.1% | +90.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling