+28.2%
MRNA vs ROIV
+230.5%
-202.3%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.8% | -4.2% | -3.7% |
| 7D | -10.1% | +22.3% | -32.4% | -19.6% |
| 30D | +126.7% | +16.9% | +109.9% | +107.4% |
| 3M | +184.1% | +43.9% | +140.2% | +134.5% |
| 6M | +143.3% | +41.6% | +101.7% | +101.8% |
| YTD | +359.9% | +92.7% | +267.2% | +228.7% |
| 1Y | +454.2% | +210.2% | +244.0% | +215.9% |
| All | +28.2% | +230.5% | -202.3% | -35.2% |
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