+34.3%
MRNA vs IP
+25.8%
+8.5%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.2% | -4.4% | -3.2% |
| 7D | +5.5% | -5.3% | +10.7% | +7.8% |
| 30D | +158.7% | -10.9% | +169.6% | +173.8% |
| 3M | +182.1% | +11.2% | +171.0% | +174.1% |
| 6M | +151.8% | -10.2% | +162.0% | +162.8% |
| YTD | +393.6% | -2.0% | +395.5% | +391.2% |
| 1Y | +499.5% | -19.1% | +518.6% | +542.4% |
| All | +34.3% | +25.8% | +8.5% | +19.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling