+499.5%
MRNA vs IQV
+46.0%
+453.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.8% | -1.2% |
| 7D | +5.5% | +2.3% | +3.2% | +3.6% |
| 30D | +158.7% | +13.4% | +145.3% | +139.3% |
| 3M | +182.1% | +43.3% | +138.8% | +134.5% |
| 6M | +151.8% | +50.5% | +101.3% | +104.1% |
| YTD | +393.6% | +18.8% | +374.8% | +360.4% |
| 1Y | +499.5% | +45.5% | +454.0% | +370.1% |
| All | +499.5% | +46.0% | +453.5% | +370.1% |
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