+31.5%
MRNA vs ROIV
+276.5%
-245.0%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.2% | -2.3% | -3.2% |
| 7D | -12.1% | +1.7% | -13.8% | -12.4% |
| 30D | -1.3% | +17.6% | -18.9% | -4.8% |
| 3M | +250.9% | +9.0% | +242.0% | +241.9% |
| 6M | +343.0% | +35.3% | +307.7% | +311.1% |
| YTD | +657.4% | +82.2% | +575.3% | +559.4% |
| 1Y | +794.9% | +92.3% | +702.6% | +670.2% |
| 3Y | +218.1% | +336.8% | -118.6% | +136.3% |
| 5Y | -3.4% | +370.6% | -374.0% | -35.4% |
| All | +31.5% | +276.5% | -245.0% | -1.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling