+259.6%
NOW vs MRNA
+521.0%
-261.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | 0.0% |
| 7D | -9.9% | -8.2% | -1.7% | -9.3% |
| 30D | +2.8% | +125.6% | -122.7% | -10.4% |
| 3M | +23.7% | +197.1% | -173.4% | +3.7% |
| 6M | +12.5% | +148.5% | -136.0% | -4.0% |
| YTD | -14.4% | +363.3% | -377.6% | -33.1% |
| 1Y | -29.0% | +462.0% | -491.0% | -46.2% |
| 3Y | +9.3% | +26.9% | -17.6% | -5.1% |
| 5Y | +1.2% | -69.6% | +70.8% | -2.5% |
| All | +259.6% | +521.0% | -261.4% | +141.2% |
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