+157.2%
MRNA vs IQV
+53.6%
+103.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.7% | +3.6% | +4.0% |
| 7D | -1.1% | -2.2% | +1.2% | +0.8% |
| 30D | +126.1% | +8.3% | +117.8% | +112.7% |
| 3M | +190.0% | +44.6% | +145.5% | +154.3% |
| 6M | +157.2% | +52.6% | +104.7% | +123.4% |
| All | +157.2% | +53.6% | +103.6% | +123.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling