-11.2%
SHOP vs MRNA
+485.7%
-496.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.4% | -3.7% | +1.6% |
| 7D | -11.2% | -1.1% | -10.1% | -11.2% |
| 30D | -14.4% | +126.1% | -140.5% | -17.3% |
| 3M | +16.6% | +190.0% | -173.4% | +6.1% |
| 6M | -0.6% | +157.2% | -157.8% | -7.7% |
| YTD | -20.0% | +388.2% | -408.2% | -33.6% |
| 1Y | -11.2% | +467.0% | -478.2% | -29.0% |
| All | -11.2% | +485.7% | -496.9% | -29.0% |
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