+503.6%
IBKR vs MRNA
-67.9%
+571.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +5.4% | -3.2% | +1.9% |
| 7D | -1.3% | -1.1% | -0.3% | -1.3% |
| 30D | -0.2% | +126.1% | -126.3% | -7.1% |
| 3M | +3.0% | +190.0% | -187.1% | -7.0% |
| 6M | +33.9% | +157.2% | -123.4% | +22.1% |
| YTD | +42.5% | +388.2% | -345.7% | +21.7% |
| 1Y | +44.9% | +467.0% | -422.2% | +21.5% |
| 3Y | +293.0% | +36.1% | +256.9% | +256.5% |
| All | +503.6% | -67.9% | +571.5% | +428.5% |
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