-65.7%
MRNA vs NDAQ
+48.5%
-114.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.9% | +6.3% | +5.8% |
| 7D | -1.1% | -5.9% | +4.8% | +2.0% |
| 30D | +126.1% | -4.7% | +130.8% | +130.5% |
| 3M | +190.0% | +5.5% | +184.5% | +175.8% |
| 6M | +157.2% | +7.4% | +149.9% | +140.1% |
| YTD | +388.2% | -5.5% | +393.7% | +392.1% |
| 1Y | +467.0% | -3.7% | +470.7% | +464.3% |
| 3Y | +36.1% | +85.0% | -48.9% | -15.1% |
| All | -65.7% | +48.5% | -114.2% | -78.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling