+499.5%
MRNA vs INDA
-5.0%
+504.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | +5.5% | +0.7% | +4.8% | +4.6% |
| 30D | +158.7% | -0.8% | +159.5% | +160.6% |
| 3M | +182.1% | +3.9% | +178.2% | +175.5% |
| 6M | +151.8% | -0.7% | +152.5% | +144.4% |
| YTD | +393.6% | -7.7% | +401.2% | +383.4% |
| 1Y | +499.5% | -5.1% | +504.6% | +464.1% |
| All | +499.5% | -5.0% | +504.5% | +464.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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