+987.9%
MRNA vs IOT
+8.2%
+979.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +4.1% | +9.0% | +12.8% |
| 7D | +20.6% | -0.5% | +21.1% | +20.6% |
| 30D | +27.1% | +1.0% | +26.2% | +26.9% |
| 3M | +353.4% | +10.9% | +342.5% | +348.1% |
| 6M | +446.3% | +39.9% | +406.4% | +411.2% |
| YTD | +776.2% | +20.8% | +755.4% | +807.0% |
| 1Y | +987.9% | +10.6% | +977.4% | +1,053.2% |
| All | +987.9% | +8.2% | +979.8% | +1,053.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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