+112.5%
NET vs MRNA
-64.5%
+176.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.2% | +0.3% | -1.8% |
| 7D | -7.0% | +5.5% | -12.5% | -7.5% |
| 30D | -4.8% | +158.7% | -163.5% | -22.4% |
| 3M | +3.8% | +182.1% | -178.3% | -18.3% |
| 6M | +50.0% | +151.8% | -101.8% | +19.3% |
| YTD | +41.5% | +393.6% | -352.1% | -10.0% |
| 1Y | +32.8% | +499.5% | -466.6% | -22.2% |
| 3Y | +335.9% | +29.3% | +306.6% | +276.2% |
| All | +112.5% | -64.5% | +176.9% | +159.4% |
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