+75.4%
SPY vs MRNA
+27.9%
+47.5%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.6% |
| 7D | -2.0% | -8.2% | +6.2% | -1.8% |
| 30D | -1.7% | +125.6% | -127.2% | -5.4% |
| 3M | +4.7% | +197.1% | -192.3% | -1.9% |
| 6M | +12.5% | +148.5% | -136.0% | +6.6% |
| YTD | +11.7% | +363.3% | -351.6% | +0.2% |
| 1Y | +17.5% | +462.0% | -444.5% | +3.1% |
| All | +75.4% | +27.9% | +47.5% | +61.3% |
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 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