+654.5%
MRNA vs IOVA
-12.0%
+666.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.0% | -2.6% | -3.4% |
| 7D | -9.0% | +5.1% | -14.1% | -10.1% |
| 30D | +137.2% | +37.2% | +99.9% | +122.5% |
| 3M | +194.8% | +117.5% | +77.3% | +145.7% |
| 6M | +167.2% | +69.6% | +97.6% | +130.3% |
| YTD | +375.9% | +218.7% | +157.2% | +255.2% |
| 1Y | +465.2% | +265.5% | +199.6% | +306.1% |
| 3Y | +30.4% | +46.2% | -15.8% | -4.0% |
| 5Y | -66.8% | -63.2% | -3.6% | -71.7% |
| All | +654.5% | -12.0% | +666.5% | +383.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling