-25.1%
NOW vs MRNA
-3.2%
-21.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.4% | +5.0% | +1.9% |
| 7D | +0.3% | -12.1% | +12.4% | +1.3% |
| 30D | -27.0% | -1.3% | -25.7% | -27.2% |
| 3M | -19.6% | +250.9% | -270.6% | -33.1% |
| 6M | +17.5% | +343.0% | -325.6% | -6.9% |
| YTD | -33.3% | +657.4% | -690.7% | -52.9% |
| 1Y | -39.8% | +794.9% | -834.7% | -59.1% |
| 3Y | -19.9% | +218.1% | -238.1% | -40.4% |
| All | -25.1% | -3.2% | -21.9% | -31.2% |
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 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