+20.6%
NXPI vs MRNA
-67.9%
+88.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +5.4% | -0.9% | +4.1% |
| 7D | +3.9% | -1.1% | +4.9% | +3.9% |
| 30D | +1.4% | +126.1% | -124.7% | -11.4% |
| 3M | -21.5% | +190.0% | -211.6% | -35.9% |
| 6M | +19.4% | +157.2% | -137.8% | -0.5% |
| YTD | +9.9% | +388.2% | -378.3% | -21.4% |
| 1Y | +7.9% | +467.0% | -459.1% | -26.2% |
| 3Y | +22.7% | +36.1% | -13.4% | +4.9% |
| All | +20.6% | -67.9% | +88.4% | +17.5% |
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