+924.9%
MRNA vs IJH
+12.9%
+912.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -3.9% | -2.6% | -0.3% |
| 7D | +8.4% | -3.4% | +11.8% | +14.8% |
| 30D | +28.8% | -3.1% | +31.9% | +36.2% |
| 3M | +329.2% | -6.6% | +335.8% | +380.3% |
| 6M | +416.9% | -1.6% | +418.6% | +427.7% |
| YTD | +718.8% | +9.5% | +709.3% | +571.5% |
| 1Y | +924.9% | +12.1% | +912.8% | +703.5% |
| All | +924.9% | +12.9% | +912.0% | +703.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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