+68.3%
HAL vs MRNA
+511.3%
-443.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.6% | -0.6% |
| 7D | +2.9% | +5.5% | -2.5% | +2.9% |
| 30D | +17.0% | +158.7% | -141.7% | +16.7% |
| 3M | -9.7% | +182.1% | -191.8% | -10.7% |
| 6M | +8.6% | +151.8% | -143.2% | +7.7% |
| YTD | +33.0% | +393.6% | -360.6% | +28.8% |
| 1Y | +68.3% | +499.5% | -431.1% | +66.0% |
| All | +68.3% | +511.3% | -443.0% | +66.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling