+649.9%
NVDL vs MRNA
+34.8%
+615.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.4% | -5.6% | -0.5% |
| 7D | -10.3% | -1.1% | -9.2% | -10.3% |
| 30D | -7.1% | +126.1% | -133.2% | -15.9% |
| 3M | +6.6% | +190.0% | -183.4% | -11.7% |
| 6M | +21.1% | +157.2% | -136.2% | +3.1% |
| YTD | +15.2% | +388.2% | -373.0% | -18.8% |
| 1Y | +18.8% | +467.0% | -448.2% | -21.8% |
| 3Y | +649.9% | +36.1% | +613.8% | +561.7% |
| All | +649.9% | +34.8% | +615.1% | +561.7% |
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 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