-12.5%
MRNA vs NXT
+173.5%
-185.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.9% | +3.5% | +5.0% |
| 7D | -1.1% | -1.9% | +0.8% | -0.7% |
| 30D | +126.1% | -20.0% | +146.2% | +137.3% |
| 3M | +190.0% | -30.7% | +220.8% | +210.7% |
| 6M | +157.2% | -29.0% | +186.2% | +170.9% |
| YTD | +388.2% | -4.8% | +393.0% | +382.6% |
| 1Y | +467.0% | +22.8% | +444.2% | +429.5% |
| 3Y | +36.1% | +93.9% | -57.9% | +13.3% |
| All | -12.5% | +173.5% | -185.9% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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