+36.1%
MRNA vs IVZ
+134.7%
-98.6%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.1% | +4.3% | +4.8% |
| 7D | -1.1% | -2.4% | +1.3% | +0.3% |
| 30D | +126.1% | +3.0% | +123.1% | +122.3% |
| 3M | +190.0% | +14.9% | +175.2% | +165.2% |
| 6M | +157.2% | +36.7% | +120.5% | +112.4% |
| YTD | +388.2% | +25.7% | +362.5% | +321.3% |
| 1Y | +467.0% | +47.7% | +419.3% | +345.2% |
| 3Y | +36.1% | +138.8% | -102.8% | -20.6% |
| All | +36.1% | +134.7% | -98.6% | -20.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling