+118.5%
NEE vs MRNA
+554.4%
-435.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.4% | -5.5% | -0.3% |
| 7D | -1.3% | -1.1% | -0.3% | -1.3% |
| 30D | -3.3% | +126.1% | -129.4% | -7.1% |
| 3M | -2.3% | +190.0% | -192.3% | -7.3% |
| 6M | -8.9% | +157.2% | -166.1% | -13.3% |
| YTD | +4.8% | +388.2% | -383.4% | -3.5% |
| 1Y | +18.7% | +467.0% | -448.3% | +8.3% |
| 3Y | +33.2% | +36.1% | -2.8% | +27.7% |
| 5Y | +10.9% | -68.0% | +78.8% | +10.0% |
| All | +118.5% | +554.4% | -435.9% | +91.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling