+499.5%
MRNA vs IJR
+25.5%
+474.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.6% | -2.8% |
| 7D | +5.5% | -0.2% | +5.6% | +5.5% |
| 30D | +158.7% | -2.4% | +161.1% | +170.8% |
| 3M | +182.1% | +3.9% | +178.2% | +169.1% |
| 6M | +151.8% | +12.4% | +139.4% | +113.2% |
| YTD | +393.6% | +21.5% | +372.1% | +272.2% |
| 1Y | +499.5% | +24.0% | +475.5% | +345.4% |
| All | +499.5% | +25.5% | +474.0% | +345.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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