+41.1%
HAL vs MRNA
+554.4%
-513.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.4% | -6.0% | -0.7% |
| 7D | -3.3% | -1.1% | -2.2% | -3.3% |
| 30D | +8.2% | +126.1% | -118.0% | +4.3% |
| 3M | -9.4% | +190.0% | -199.5% | -13.8% |
| 6M | +0.6% | +157.2% | -156.6% | -3.9% |
| YTD | +28.6% | +388.2% | -359.6% | +19.3% |
| 1Y | +63.9% | +467.0% | -403.1% | +50.8% |
| 3Y | -7.1% | +36.1% | -43.2% | -12.0% |
| 5Y | +102.3% | -68.0% | +170.3% | +94.1% |
| All | +41.1% | +554.4% | -513.3% | +19.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling