+674.0%
MRNA vs IBN
+210.3%
+463.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.9% | +3.5% | +5.1% |
| 7D | -1.1% | -3.0% | +1.9% | -0.6% |
| 30D | +126.1% | -1.5% | +127.6% | +126.6% |
| 3M | +190.0% | +7.9% | +182.1% | +186.5% |
| 6M | +157.2% | +8.6% | +148.6% | +153.9% |
| YTD | +388.2% | -0.6% | +388.7% | +387.6% |
| 1Y | +467.0% | -7.3% | +474.4% | +471.5% |
| 3Y | +36.1% | +26.2% | +9.9% | +31.9% |
| 5Y | -68.0% | +57.8% | -125.8% | -69.6% |
| All | +674.0% | +210.3% | +463.7% | +657.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling