-65.7%
MRNA vs NUE
+146.6%
-212.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.6% | +3.8% | +5.0% |
| 7D | -1.1% | -0.6% | -0.5% | -0.9% |
| 30D | +126.1% | -4.6% | +130.7% | +127.8% |
| 3M | +190.0% | -0.3% | +190.3% | +185.3% |
| 6M | +157.2% | +51.9% | +105.3% | +114.9% |
| YTD | +388.2% | +60.0% | +328.2% | +299.7% |
| 1Y | +467.0% | +82.9% | +384.1% | +339.6% |
| 3Y | +36.1% | +66.0% | -29.9% | +6.2% |
| All | -65.7% | +146.6% | -212.3% | -79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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