+8.2%
NOW vs MRNA
+27.0%
-18.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.4% | +1.1% | -2.2% |
| 7D | -4.1% | -10.1% | +6.0% | -3.7% |
| 30D | +2.9% | +126.7% | -123.9% | -4.9% |
| 3M | +22.6% | +184.1% | -161.6% | +11.2% |
| 6M | +7.5% | +143.3% | -135.8% | -1.3% |
| YTD | -14.4% | +359.9% | -374.3% | -26.3% |
| 1Y | -29.8% | +454.2% | -484.0% | -40.9% |
| All | +8.2% | +27.0% | -18.8% | -5.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling