+499.5%
MRNA vs NRG
-18.6%
+518.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +6.4% | -8.7% | -5.3% |
| 7D | +5.5% | +7.1% | -1.6% | +1.7% |
| 30D | +158.7% | -1.4% | +160.1% | +160.9% |
| 3M | +182.1% | -10.5% | +192.6% | +185.4% |
| 6M | +151.8% | -26.7% | +178.6% | +158.2% |
| YTD | +393.6% | -24.5% | +418.1% | +406.3% |
| 1Y | +499.5% | -18.6% | +518.0% | +531.9% |
| All | +499.5% | -18.6% | +518.1% | +531.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 1y: compounded portfolio wealth divided by compounded NRG 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…
1y analysis · Full analysis span regression · 6 months rolling