+1,940.9%
PWR vs MRNA
+516.4%
+1,424.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.4% | +1.5% | -1.8% |
| 7D | +2.7% | -10.1% | +12.7% | +2.9% |
| 30D | -5.1% | +126.7% | -131.9% | -9.7% |
| 3M | -9.4% | +184.1% | -193.5% | -15.3% |
| 6M | +10.4% | +143.3% | -132.9% | +4.0% |
| YTD | +48.6% | +359.9% | -311.2% | +34.5% |
| 1Y | +68.0% | +454.2% | -386.2% | +50.1% |
| 3Y | +204.7% | +26.0% | +178.7% | +187.6% |
| 5Y | +451.9% | -70.3% | +522.2% | +426.1% |
| All | +1,940.9% | +516.4% | +1,424.5% | +1,732.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling