+499.5%
MRNA vs IBN
-4.0%
+503.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -2.0% |
| 7D | +5.5% | +1.4% | +4.1% | +5.0% |
| 30D | +158.7% | -0.3% | +159.1% | +160.1% |
| 3M | +182.1% | +17.1% | +165.0% | +165.7% |
| 6M | +151.8% | +3.4% | +148.4% | +137.1% |
| YTD | +393.6% | +2.5% | +391.0% | +365.4% |
| 1Y | +499.5% | -4.2% | +503.6% | +458.4% |
| All | +499.5% | -4.0% | +503.4% | +458.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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