+987.9%
MRNA vs IEF
-1.9%
+989.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +0.5% | +12.6% | +9.4% |
| 7D | +20.6% | +0.9% | +19.8% | +13.8% |
| 30D | +27.1% | +3.1% | +24.1% | -1.0% |
| 3M | +353.4% | -1.4% | +354.7% | +432.3% |
| 6M | +446.3% | -1.6% | +447.8% | +550.3% |
| YTD | +776.2% | -2.1% | +778.3% | +970.0% |
| 1Y | +987.9% | -2.0% | +989.9% | +1,204.1% |
| All | +987.9% | -1.9% | +989.9% | +1,204.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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