+987.9%
MRNA vs IQV
+25.1%
+962.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +0.5% | +12.6% | +12.8% |
| 7D | +20.6% | -5.5% | +26.1% | +25.7% |
| 30D | +27.1% | -0.9% | +28.0% | +27.9% |
| 3M | +353.4% | +15.6% | +337.8% | +320.1% |
| 6M | +446.3% | +63.9% | +382.4% | +331.7% |
| YTD | +776.2% | +17.0% | +759.1% | +737.7% |
| 1Y | +987.9% | +25.0% | +962.9% | +854.7% |
| All | +987.9% | +25.1% | +962.8% | +854.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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