+32.6%
NET vs MRNA
-12.7%
+45.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +13.1% | -15.7% | -3.8% |
| 7D | -16.4% | +20.6% | -37.0% | -17.9% |
| 30D | -25.8% | +27.1% | -53.0% | -27.8% |
| 3M | -11.5% | +353.4% | -364.9% | -31.6% |
| 6M | +18.9% | +446.3% | -427.3% | -15.3% |
| YTD | +35.2% | +776.2% | -740.9% | -19.2% |
| 1Y | +14.5% | +987.9% | -973.5% | -36.8% |
| 3Y | +313.8% | +233.3% | +80.6% | +184.2% |
| 5Y | +32.6% | -9.0% | +41.6% | +37.3% |
| All | +32.6% | -12.7% | +45.2% | +37.3% |
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