+987.9%
MRNA vs NVS
+37.6%
+950.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +3.6% | +9.5% | +6.8% |
| 7D | +20.6% | +5.7% | +14.9% | +9.7% |
| 30D | +27.1% | +17.1% | +10.1% | -4.7% |
| 3M | +353.4% | +7.6% | +345.7% | +308.7% |
| 6M | +446.3% | +14.1% | +432.2% | +364.7% |
| YTD | +776.2% | +23.3% | +752.9% | +581.1% |
| 1Y | +987.9% | +36.0% | +951.9% | +633.1% |
| All | +987.9% | +37.6% | +950.3% | +633.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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