+634.5%
MRNA vs IVZ
+142.0%
+492.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.9% |
| 7D | -8.2% | -2.4% | -5.8% | -7.6% |
| 30D | +125.6% | +2.5% | +123.1% | +124.1% |
| 3M | +197.1% | +17.1% | +180.0% | +183.4% |
| 6M | +148.5% | +35.1% | +113.3% | +128.1% |
| YTD | +363.3% | +24.3% | +339.0% | +334.8% |
| 1Y | +462.0% | +48.7% | +413.3% | +403.5% |
| 3Y | +26.9% | +135.6% | -108.7% | +1.2% |
| 5Y | -69.6% | +60.3% | -129.9% | -74.9% |
| All | +634.5% | +142.0% | +492.5% | +505.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling