+987.9%
MRNA vs IJR
+24.2%
+963.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +1.3% | +11.8% | +10.9% |
| 7D | +20.6% | +2.3% | +18.4% | +16.5% |
| 30D | +27.1% | +2.8% | +24.3% | +21.5% |
| 3M | +353.4% | -4.6% | +358.0% | +394.6% |
| 6M | +446.3% | +5.7% | +440.6% | +408.0% |
| YTD | +776.2% | +19.9% | +756.3% | +559.0% |
| 1Y | +987.9% | +24.2% | +963.8% | +676.6% |
| All | +987.9% | +24.2% | +963.7% | +676.6% |
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