+1,100.9%
MRNA vs IBB
+104.0%
+996.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -2.7% |
| 7D | -12.1% | -0.5% | -11.6% | -11.0% |
| 30D | -1.3% | +4.6% | -5.8% | -7.1% |
| 3M | +250.9% | +6.8% | +244.1% | +253.4% |
| 6M | +343.0% | +23.1% | +319.9% | +269.2% |
| YTD | +657.4% | +26.0% | +631.4% | +519.0% |
| 1Y | +794.9% | +30.4% | +764.5% | +601.2% |
| 3Y | +218.1% | +85.4% | +132.7% | +63.1% |
| 5Y | -3.4% | +39.7% | -43.1% | -24.6% |
| All | +1,100.9% | +104.0% | +996.9% | +693.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling