-69.6%
MRNA vs ROIV
+310.6%
-380.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.8% | +1.2% |
| 7D | -8.2% | +19.0% | -27.2% | -12.4% |
| 30D | +125.6% | +16.1% | +109.4% | +116.5% |
| 3M | +197.1% | +44.1% | +153.0% | +171.9% |
| 6M | +148.5% | +37.8% | +110.6% | +129.8% |
| YTD | +363.3% | +88.7% | +274.6% | +300.4% |
| 1Y | +462.0% | +197.3% | +264.7% | +344.1% |
| 3Y | +26.9% | +224.9% | -198.0% | -2.8% |
| 5Y | -69.6% | +311.0% | -380.6% | -80.3% |
| All | -69.6% | +310.6% | -380.2% | -80.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling