+467.0%
MRNA vs IWD
+28.9%
+438.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.9% | +4.5% | +2.5% |
| 7D | -1.1% | -0.8% | -0.3% | +1.7% |
| 30D | +126.1% | -0.8% | +127.0% | +137.1% |
| 3M | +190.0% | +6.9% | +183.1% | +156.5% |
| 6M | +157.2% | +18.3% | +138.9% | +78.5% |
| YTD | +388.2% | +22.4% | +365.8% | +211.0% |
| 1Y | +467.0% | +27.4% | +439.6% | +235.3% |
| All | +467.0% | +28.9% | +438.1% | +235.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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