+12.4%
IYR vs MRNA
+945.0%
-932.6%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +13.1% | -10.0% | +3.0% |
| 7D | +6.9% | +20.6% | -13.7% | +6.7% |
| 30D | +10.2% | +27.1% | -16.9% | +10.0% |
| 3M | -0.3% | +353.4% | -353.7% | -2.5% |
| 6M | +3.6% | +446.3% | -442.6% | +0.2% |
| YTD | +12.5% | +776.2% | -763.7% | +5.1% |
| 1Y | +12.4% | +987.9% | -975.5% | +1.6% |
| All | +12.4% | +945.0% | -932.6% | +1.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling