+33.6%
TSLA vs MRNA
+34.8%
-1.2%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.4% | -4.9% | +0.2% |
| 7D | +3.2% | -1.1% | +4.3% | +3.3% |
| 30D | +11.6% | +126.1% | -114.5% | +0.6% |
| 3M | -8.4% | +190.0% | -198.5% | -21.5% |
| 6M | -10.4% | +157.2% | -167.6% | -22.0% |
| YTD | -18.7% | +388.2% | -406.9% | -36.9% |
| 1Y | -0.9% | +467.0% | -467.9% | -26.1% |
| 3Y | +33.6% | +36.1% | -2.5% | +22.2% |
| All | +33.6% | +34.8% | -1.2% | +22.2% |
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