+987.9%
MRNA vs IOVA
+362.8%
+625.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -1.5% | +14.6% | +13.6% |
| 7D | +20.6% | -41.3% | +61.9% | +36.7% |
| 30D | +27.1% | -38.5% | +65.7% | +42.6% |
| 3M | +353.4% | +99.5% | +253.8% | +261.8% |
| 6M | +446.3% | +126.0% | +320.3% | +318.5% |
| YTD | +776.2% | +218.7% | +557.5% | +510.6% |
| 1Y | +987.9% | +378.0% | +609.9% | +571.1% |
| All | +987.9% | +362.8% | +625.1% | +571.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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