+11.3%
SBUX vs MRNA
+34.8%
-23.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.4% | -5.9% | -0.6% |
| 7D | -5.5% | -1.1% | -4.4% | -5.5% |
| 30D | -8.5% | +126.1% | -134.6% | -11.1% |
| 3M | -2.9% | +190.0% | -192.9% | -8.1% |
| 6M | -1.5% | +157.2% | -158.8% | -6.1% |
| YTD | +19.4% | +388.2% | -368.8% | +7.4% |
| 1Y | +22.9% | +467.0% | -444.1% | +8.8% |
| 3Y | +11.3% | +36.1% | -24.8% | +3.8% |
| All | +11.3% | +34.8% | -23.5% | +3.8% |
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