-4.9%
SHOP vs MRNA
+945.0%
-949.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +13.1% | -5.8% | +7.0% |
| 7D | -9.0% | +20.6% | -29.7% | -9.5% |
| 30D | -4.4% | +27.1% | -31.6% | -5.1% |
| 3M | +24.1% | +353.4% | -329.3% | +16.4% |
| 6M | +20.0% | +446.3% | -426.3% | +6.8% |
| YTD | -4.9% | +776.2% | -781.1% | -21.5% |
| 1Y | -4.9% | +987.9% | -992.8% | -27.2% |
| All | -4.9% | +945.0% | -949.9% | -27.2% |
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 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