+148.5%
MRNA vs NI
-10.5%
+159.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | -0.2% |
| 7D | -8.2% | -0.6% | -7.7% | -9.0% |
| 30D | +125.6% | -1.4% | +127.0% | +123.8% |
| 3M | +197.1% | -10.6% | +207.6% | +186.5% |
| 6M | +148.5% | -9.9% | +158.4% | +140.6% |
| All | +148.5% | -10.5% | +159.0% | +140.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 6mo: compounded portfolio wealth divided by compounded NI 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…
6mo analysis · Full analysis span regression · 6 months rolling