-65.7%
MRNA vs IOVA
-62.2%
-3.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +5.7% | -0.3% | +4.0% |
| 7D | -1.1% | -2.2% | +1.1% | -0.6% |
| 30D | +126.1% | +27.6% | +98.5% | +114.9% |
| 3M | +190.0% | +117.2% | +72.9% | +142.3% |
| 6M | +157.2% | +77.7% | +79.5% | +120.3% |
| YTD | +388.2% | +215.0% | +173.2% | +266.8% |
| 1Y | +467.0% | +255.4% | +211.7% | +311.7% |
| 3Y | +36.1% | +42.6% | -6.5% | +1.7% |
| All | -65.7% | -62.2% | -3.5% | -72.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling