+130.3%
DHR vs MRNA
+521.0%
-390.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.9% | -2.2% |
| 7D | -5.0% | -8.2% | +3.3% | -4.4% |
| 30D | -3.3% | +125.6% | -128.9% | -14.0% |
| 3M | +9.4% | +197.1% | -187.6% | -5.9% |
| 6M | +3.2% | +148.5% | -145.3% | -10.0% |
| YTD | -12.0% | +363.3% | -375.3% | -28.4% |
| 1Y | +4.9% | +462.0% | -457.1% | -16.8% |
| 3Y | -7.4% | +26.9% | -34.3% | -18.6% |
| 5Y | -29.8% | -69.6% | +39.8% | -34.6% |
| All | +130.3% | +521.0% | -390.7% | +82.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 MRNA 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