-41.4%
NCLH vs MRNA
-67.9%
+26.4%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.4% | -3.7% | +1.3% |
| 7D | -4.8% | -1.1% | -3.7% | -4.7% |
| 30D | -21.7% | +126.1% | -147.8% | -31.8% |
| 3M | -22.2% | +190.0% | -212.3% | -36.7% |
| 6M | -27.5% | +157.2% | -184.8% | -39.6% |
| YTD | -33.6% | +388.2% | -421.8% | -52.4% |
| 1Y | -45.0% | +467.0% | -512.0% | -62.1% |
| 3Y | -11.0% | +36.1% | -47.1% | -23.8% |
| All | -41.4% | -67.9% | +26.4% | -52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 MRNA 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