+218.5%
PWR vs MRNA
+34.8%
+183.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +5.4% | -0.2% | +5.0% |
| 7D | +4.2% | -1.1% | +5.3% | +4.2% |
| 30D | -4.0% | +126.1% | -130.2% | -7.1% |
| 3M | -4.8% | +190.0% | -194.8% | -11.1% |
| 6M | +14.6% | +157.2% | -142.6% | +8.0% |
| YTD | +54.2% | +388.2% | -334.0% | +34.7% |
| 1Y | +67.1% | +467.0% | -399.9% | +43.0% |
| 3Y | +218.5% | +36.1% | +182.4% | +206.1% |
| All | +218.5% | +34.8% | +183.7% | +206.1% |
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 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