+191.9%
NFLX vs MRNA
+554.4%
-362.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +5.4% | -3.6% | +1.5% |
| 7D | -1.1% | -1.1% | 0.0% | -1.0% |
| 30D | +4.3% | +126.1% | -121.8% | -4.6% |
| 3M | -4.8% | +190.0% | -194.8% | -14.9% |
| 6M | -18.4% | +157.2% | -175.7% | -26.6% |
| YTD | -17.4% | +388.2% | -405.6% | -30.0% |
| 1Y | -35.7% | +467.0% | -502.7% | -46.5% |
| 3Y | +73.8% | +36.1% | +37.7% | +58.5% |
| 5Y | +29.3% | -68.0% | +97.2% | +24.7% |
| All | +191.9% | +554.4% | -362.5% | +133.3% |
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 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