+467.0%
MRNA vs IEF
-2.7%
+469.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.2% | +5.6% | +6.9% |
| 7D | -1.1% | -1.3% | +0.3% | +10.5% |
| 30D | +126.1% | -1.7% | +127.9% | +171.2% |
| 3M | +190.0% | -2.5% | +192.6% | +259.5% |
| 6M | +157.2% | -3.3% | +160.5% | +227.3% |
| YTD | +388.2% | -2.8% | +391.0% | +514.3% |
| 1Y | +467.0% | -2.7% | +469.8% | +636.6% |
| All | +467.0% | -2.7% | +469.7% | +636.6% |
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