+96.1%
SHOP vs MRNA
+27.9%
+68.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.9% | -0.2% |
| 7D | -13.2% | -8.2% | -5.0% | -12.8% |
| 30D | -17.0% | +125.6% | -142.6% | -24.2% |
| 3M | +17.0% | +197.1% | -180.1% | +0.5% |
| 6M | -2.1% | +148.5% | -150.6% | -13.4% |
| YTD | -21.4% | +363.3% | -384.6% | -38.4% |
| 1Y | -11.0% | +462.0% | -473.0% | -33.4% |
| All | +96.1% | +27.9% | +68.2% | +80.0% |
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 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