+1,346.2%
MRNA vs IP
+17.9%
+1,328.3%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.9% | +2.9% | +5.0% |
| 7D | +21.8% | -3.0% | +24.8% | +22.9% |
| 30D | +19.6% | +10.6% | +8.9% | +16.3% |
| 3M | +354.6% | -13.6% | +368.2% | +375.2% |
| 6M | +394.9% | +10.4% | +384.5% | +387.9% |
| YTD | +812.2% | -6.5% | +818.7% | +823.3% |
| 1Y | +996.2% | -2.1% | +998.3% | +998.3% |
| 3Y | +287.0% | +22.0% | +265.0% | +278.5% |
| 5Y | +13.6% | -9.7% | +23.3% | +13.4% |
| All | +1,346.2% | +17.9% | +1,328.3% | +1,356.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling