+218.1%
MRNA vs ROIV
+357.5%
-139.4%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.2% | -2.3% | -2.8% |
| 7D | -12.1% | +1.7% | -13.8% | -12.9% |
| 30D | -1.3% | +17.6% | -18.9% | -9.6% |
| 3M | +250.9% | +9.0% | +242.0% | +227.5% |
| 6M | +343.0% | +35.3% | +307.7% | +260.9% |
| YTD | +657.4% | +82.2% | +575.3% | +413.6% |
| 1Y | +794.9% | +92.3% | +702.6% | +483.7% |
| 3Y | +218.1% | +336.8% | -118.6% | +37.1% |
| All | +218.1% | +357.5% | -139.4% | +37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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