+225.3%
IVV vs MRNA
+951.6%
-726.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.0% | +6.7% | -0.1% |
| 7D | +3.3% | -4.2% | +7.5% | +3.5% |
| 30D | -2.7% | +7.0% | -9.6% | -3.0% |
| 3M | -1.7% | +263.4% | -265.1% | -8.5% |
| 6M | +3.2% | +334.3% | -331.1% | -5.4% |
| YTD | +12.0% | +684.5% | -672.5% | -1.2% |
| 1Y | +12.1% | +766.2% | -754.0% | -1.8% |
| 3Y | +78.6% | +230.3% | -151.6% | +61.3% |
| 5Y | +73.8% | +0.1% | +73.8% | +62.3% |
| All | +225.3% | +951.6% | -726.3% | +179.6% |
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