+187.7%
IGV vs MRNA
+521.0%
-333.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.4% | -0.7% |
| 7D | -5.4% | -8.2% | +2.9% | -4.9% |
| 30D | -2.6% | +125.6% | -128.2% | -11.7% |
| 3M | +10.5% | +197.1% | -186.5% | -2.8% |
| 6M | +18.2% | +148.5% | -130.3% | +5.4% |
| YTD | -4.2% | +363.3% | -367.5% | -20.2% |
| 1Y | -9.8% | +462.0% | -471.8% | -26.7% |
| 3Y | +39.1% | +26.9% | +12.2% | +25.7% |
| 5Y | +21.2% | -69.6% | +90.8% | +16.8% |
| All | +187.7% | +521.0% | -333.3% | +134.4% |
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