-65.7%
MRNA vs NWSA
+40.0%
-105.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.2% | +5.3% |
| 7D | -1.1% | -2.8% | +1.7% | +0.6% |
| 30D | +126.1% | +3.0% | +123.1% | +122.2% |
| 3M | +190.0% | +12.3% | +177.7% | +169.0% |
| 6M | +157.2% | +21.9% | +135.4% | +125.8% |
| YTD | +388.2% | +13.6% | +374.6% | +345.4% |
| 1Y | +467.0% | +0.5% | +466.6% | +454.8% |
| 3Y | +36.1% | +43.8% | -7.7% | +8.2% |
| All | -65.7% | +40.0% | -105.7% | -76.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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