+36.1%
MRNA vs NRG
+203.5%
-167.4%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.6% | +3.8% | +4.9% |
| 7D | -1.1% | -4.7% | +3.6% | +0.4% |
| 30D | +126.1% | -6.0% | +132.1% | +131.7% |
| 3M | +190.0% | -8.0% | +198.0% | +195.6% |
| 6M | +157.2% | -23.2% | +180.4% | +169.7% |
| YTD | +388.2% | -28.1% | +416.3% | +417.6% |
| 1Y | +467.0% | -27.3% | +494.3% | +495.8% |
| 3Y | +36.1% | +208.7% | -172.6% | +19.1% |
| All | +36.1% | +203.5% | -167.4% | +19.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling