+499.5%
MRNA vs IWF
+10.9%
+488.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | +5.5% | +0.5% | +4.9% | +4.9% |
| 30D | +158.7% | -0.4% | +159.1% | +160.0% |
| 3M | +182.1% | -2.6% | +184.7% | +189.6% |
| 6M | +151.8% | +9.1% | +142.7% | +128.8% |
| YTD | +393.6% | +4.5% | +389.1% | +359.6% |
| 1Y | +499.5% | +10.1% | +489.4% | +393.0% |
| All | +499.5% | +10.9% | +488.6% | +393.0% |
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