-69.6%
MRNA vs IBB
+17.1%
-86.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +3.9% |
| 7D | -8.2% | -5.2% | -3.0% | +3.5% |
| 30D | +125.6% | +1.5% | +124.1% | +145.9% |
| 3M | +197.1% | +22.1% | +174.9% | +136.1% |
| 6M | +148.5% | +17.7% | +130.8% | +110.8% |
| YTD | +363.3% | +20.2% | +343.1% | +283.8% |
| 1Y | +462.0% | +44.4% | +417.6% | +241.8% |
| 3Y | +26.9% | +61.1% | -34.2% | -33.8% |
| 5Y | -69.6% | +18.5% | -88.1% | -60.0% |
| All | -69.6% | +17.1% | -86.7% | -60.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling