+218.1%
MRNA vs IWD
+85.1%
+133.0%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.7% | -3.9% |
| 7D | -12.1% | +2.3% | -14.4% | -16.2% |
| 30D | -1.3% | +3.6% | -4.9% | -7.8% |
| 3M | +250.9% | +2.2% | +248.8% | +242.7% |
| 6M | +343.0% | +13.0% | +330.1% | +260.5% |
| YTD | +657.4% | +26.5% | +630.9% | +405.2% |
| 1Y | +794.9% | +30.1% | +764.8% | +470.6% |
| 3Y | +218.1% | +84.9% | +133.3% | -2.1% |
| All | +218.1% | +85.1% | +133.0% | -2.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling