0.0%
SHOP vs MRNA
+511.3%
-511.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | -0.5% |
| 7D | -5.1% | +5.5% | -10.6% | -5.2% |
| 30D | +0.6% | +158.7% | -158.1% | -5.1% |
| 3M | +25.0% | +182.1% | -157.1% | +14.4% |
| 6M | +11.9% | +151.8% | -139.9% | +4.2% |
| YTD | -9.9% | +393.6% | -403.4% | -25.6% |
| 1Y | 0.0% | +499.5% | -499.5% | -22.8% |
| All | 0.0% | +511.3% | -511.3% | -22.8% |
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 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