+499.5%
MRNA vs NVT
+73.8%
+425.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.6% | -4.8% | -1.8% |
| 7D | +5.5% | +5.1% | +0.4% | +6.4% |
| 30D | +158.7% | -3.7% | +162.4% | +157.1% |
| 3M | +182.1% | -10.1% | +192.3% | +182.2% |
| 6M | +151.8% | +37.5% | +114.4% | +108.7% |
| YTD | +393.6% | +53.7% | +339.8% | +294.6% |
| 1Y | +499.5% | +70.9% | +428.6% | +335.3% |
| All | +499.5% | +73.8% | +425.7% | +335.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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