+36.1%
MRNA vs NVTS
+38.1%
-2.0%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +4.3% | +1.1% | +5.0% |
| 7D | -1.1% | -1.4% | +0.4% | -1.0% |
| 30D | +126.1% | -16.5% | +142.6% | +129.2% |
| 3M | +190.0% | -47.6% | +237.7% | +204.6% |
| 6M | +157.2% | +7.3% | +149.9% | +148.2% |
| YTD | +388.2% | +62.9% | +325.3% | +349.7% |
| 1Y | +467.0% | +91.3% | +375.8% | +408.4% |
| 3Y | +36.1% | +43.4% | -7.3% | +21.3% |
| All | +36.1% | +38.1% | -2.0% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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