+28.2%
MRNA vs IBB
+63.1%
-34.9%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -1.0% |
| 7D | -10.1% | -3.9% | -6.2% | -0.2% |
| 30D | +126.7% | +2.7% | +124.0% | +143.8% |
| 3M | +184.1% | +21.4% | +162.8% | +132.6% |
| 6M | +143.3% | +20.1% | +123.2% | +102.9% |
| YTD | +359.9% | +21.9% | +338.0% | +278.8% |
| 1Y | +454.2% | +44.1% | +410.1% | +250.0% |
| All | +28.2% | +63.1% | -34.9% | -29.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling