-14.3%
MRNA vs ROIV
+232.7%
-247.0%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.5% | -3.7% | -2.6% |
| 7D | +5.5% | +0.6% | +4.8% | +5.3% |
| 30D | +158.7% | +1.0% | +157.8% | +158.2% |
| 3M | +182.1% | +18.3% | +163.8% | +172.1% |
| 6M | +151.8% | +18.3% | +133.5% | +142.7% |
| YTD | +393.6% | +61.0% | +332.6% | +345.0% |
| 1Y | +499.5% | +177.9% | +321.6% | +384.7% |
| 3Y | +29.3% | +199.1% | -169.7% | +2.1% |
| 5Y | -65.1% | +250.7% | -315.8% | -73.7% |
| All | -14.3% | +232.7% | -247.0% | -33.5% |
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