+987.9%
MRNA vs IBB
+42.2%
+945.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +2.6% | +10.5% | +2.0% |
| 7D | +20.6% | +2.2% | +18.4% | +10.4% |
| 30D | +27.1% | +6.3% | +20.8% | -0.8% |
| 3M | +353.4% | +16.3% | +337.1% | +246.2% |
| 6M | +446.3% | +30.0% | +416.3% | +245.8% |
| YTD | +776.2% | +31.1% | +745.0% | +454.3% |
| 1Y | +987.9% | +42.0% | +946.0% | +454.8% |
| All | +987.9% | +42.2% | +945.7% | +454.8% |
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