+1.4%
SLB vs MRNA
+27.0%
-25.6%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.4% | +3.3% | 0.0% |
| 7D | -1.9% | -10.1% | +8.2% | -1.6% |
| 30D | +7.8% | +126.7% | -118.9% | +3.5% |
| 3M | +2.7% | +184.1% | -181.4% | -4.3% |
| 6M | +22.2% | +143.3% | -121.1% | +15.3% |
| YTD | +51.1% | +359.9% | -308.8% | +33.5% |
| 1Y | +63.3% | +454.2% | -390.8% | +40.8% |
| All | +1.4% | +27.0% | -25.6% | -11.9% |
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