+41.5%
NU vs MRNA
-49.5%
+91.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +5.4% | -8.0% | -3.1% |
| 7D | -4.9% | -1.1% | -3.8% | -4.8% |
| 30D | +7.8% | +126.1% | -118.3% | -6.2% |
| 3M | +20.9% | +190.0% | -169.1% | -0.9% |
| 6M | +0.9% | +157.2% | -156.3% | -15.8% |
| YTD | -12.7% | +388.2% | -400.9% | -37.2% |
| 1Y | -6.4% | +467.0% | -473.4% | -35.9% |
| 3Y | +98.1% | +36.1% | +62.0% | +74.2% |
| All | +41.5% | -49.5% | +91.0% | +11.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling