-69.6%
MRNA vs IWD
+72.1%
-141.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +1.2% |
| 7D | -8.2% | -2.3% | -5.9% | -4.6% |
| 30D | +125.6% | -1.8% | +127.3% | +135.0% |
| 3M | +197.1% | +8.0% | +189.0% | +167.8% |
| 6M | +148.5% | +17.0% | +131.5% | +99.6% |
| YTD | +363.3% | +21.3% | +342.0% | +255.2% |
| 1Y | +462.0% | +27.9% | +434.0% | +302.0% |
| 3Y | +26.9% | +70.1% | -43.1% | -36.7% |
| 5Y | -69.6% | +74.2% | -143.8% | -84.8% |
| All | -69.6% | +72.1% | -141.7% | -84.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling