+499.5%
MRNA vs IVZ
+56.4%
+443.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.1% | -3.3% | -2.8% |
| 7D | +5.5% | +0.6% | +4.8% | +5.0% |
| 30D | +158.7% | +4.0% | +154.7% | +153.2% |
| 3M | +182.1% | +18.2% | +163.9% | +153.3% |
| 6M | +151.8% | +32.8% | +119.0% | +109.9% |
| YTD | +393.6% | +28.7% | +364.8% | +313.7% |
| 1Y | +499.5% | +55.4% | +444.1% | +351.1% |
| All | +499.5% | +56.4% | +443.0% | +351.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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