+29.1%
MRNA vs NDAQ
+85.5%
-56.4%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.3% | +3.1% | +1.5% |
| 7D | -8.2% | -6.8% | -1.4% | -6.0% |
| 30D | +125.6% | -3.2% | +128.7% | +127.1% |
| 3M | +197.1% | +6.5% | +190.6% | +184.1% |
| 6M | +148.5% | +5.7% | +142.7% | +136.9% |
| YTD | +363.3% | -4.6% | +367.9% | +365.0% |
| 1Y | +462.0% | -1.6% | +463.6% | +454.6% |
| All | +29.1% | +85.5% | -56.4% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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