-7.2%
SYK vs MRNA
+27.9%
-35.2%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.7% | -2.0% |
| 7D | -12.3% | -8.2% | -4.1% | -12.1% |
| 30D | -22.4% | +125.6% | -148.0% | -25.2% |
| 3M | -12.3% | +197.1% | -209.4% | -16.5% |
| 6M | -24.3% | +148.5% | -172.8% | -27.5% |
| YTD | -22.8% | +363.3% | -386.0% | -28.2% |
| 1Y | -28.8% | +462.0% | -490.8% | -34.5% |
| All | -7.2% | +27.9% | -35.2% | -14.8% |
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