+763.2%
SHOP vs MRNA
+516.4%
+246.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.4% | -2.1% | -5.1% |
| 7D | -10.6% | -10.1% | -0.6% | -9.7% |
| 30D | -18.3% | +126.7% | -145.0% | -32.2% |
| 3M | +14.8% | +184.1% | -169.3% | -9.5% |
| 6M | -5.0% | +143.3% | -148.3% | -23.2% |
| YTD | -21.2% | +359.9% | -381.1% | -43.9% |
| 1Y | -11.6% | +454.2% | -465.8% | -39.7% |
| 3Y | +101.2% | +26.0% | +75.2% | +68.2% |
| 5Y | -15.7% | -70.3% | +54.6% | -20.4% |
| All | +763.2% | +516.4% | +246.8% | +561.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling