+499.5%
MRNA vs IBB
+51.5%
+448.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | +1.6% |
| 7D | +5.5% | +1.4% | +4.1% | -0.9% |
| 30D | +158.7% | +10.5% | +148.2% | +136.9% |
| 3M | +182.1% | +23.6% | +158.5% | +113.2% |
| 6M | +151.8% | +22.6% | +129.2% | +94.6% |
| YTD | +393.6% | +25.7% | +367.9% | +264.8% |
| 1Y | +499.5% | +51.4% | +448.1% | +205.3% |
| All | +499.5% | +51.5% | +448.0% | +205.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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