+115.1%
NOK vs MRNA
-67.9%
+183.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +5.4% | -0.6% | +4.6% |
| 7D | +11.0% | -1.1% | +12.1% | +11.0% |
| 30D | +7.8% | +126.1% | -118.3% | +1.4% |
| 3M | -21.0% | +190.0% | -211.0% | -28.2% |
| 6M | +40.9% | +157.2% | -116.3% | +29.3% |
| YTD | +72.0% | +388.2% | -316.2% | +44.7% |
| 1Y | +140.9% | +467.0% | -326.1% | +97.0% |
| 3Y | +194.3% | +36.1% | +158.2% | +178.6% |
| All | +115.1% | -67.9% | +183.0% | +115.7% |
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