+634.5%
MRNA vs INDA
+64.0%
+570.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +1.2% |
| 7D | -8.2% | -3.6% | -4.6% | -7.0% |
| 30D | +125.6% | -4.0% | +129.5% | +129.2% |
| 3M | +197.1% | +1.7% | +195.4% | +196.4% |
| 6M | +148.5% | -3.6% | +152.1% | +152.4% |
| YTD | +363.3% | -11.0% | +374.3% | +381.5% |
| 1Y | +462.0% | -9.5% | +471.5% | +481.0% |
| 3Y | +26.9% | +7.6% | +19.3% | +27.3% |
| 5Y | -69.6% | +4.8% | -74.4% | -69.8% |
| All | +634.5% | +64.0% | +570.5% | +645.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling