+36.1%
MRNA vs INDA
+7.9%
+28.2%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.0% | +4.4% | +4.2% |
| 7D | -1.1% | -2.7% | +1.6% | +2.3% |
| 30D | +126.1% | -2.8% | +128.9% | +134.9% |
| 3M | +190.0% | +1.6% | +188.4% | +187.8% |
| 6M | +157.2% | -1.4% | +158.6% | +163.2% |
| YTD | +388.2% | -10.1% | +398.3% | +447.6% |
| 1Y | +467.0% | -8.8% | +475.8% | +522.4% |
| 3Y | +36.1% | +7.6% | +28.5% | +22.2% |
| All | +36.1% | +7.9% | +28.2% | +22.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling