+987.9%
MRNA vs IWF
-1.6%
+989.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +0.4% | +12.7% | +12.6% |
| 7D | +20.6% | -4.2% | +24.8% | +27.0% |
| 30D | +27.1% | -8.1% | +35.3% | +41.2% |
| 3M | +353.4% | -5.1% | +358.4% | +387.9% |
| 6M | +446.3% | -1.4% | +447.7% | +459.7% |
| YTD | +776.2% | -0.1% | +776.3% | +773.5% |
| 1Y | +987.9% | -1.3% | +989.2% | +1,002.3% |
| All | +987.9% | -1.6% | +989.5% | +1,002.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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