+103.6%
HAL vs MRNA
-70.5%
+174.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.6% | -2.9% |
| 7D | -3.3% | -8.2% | +5.0% | -3.1% |
| 30D | +7.2% | +125.6% | -118.3% | +2.9% |
| 3M | -8.8% | +197.1% | -205.9% | -14.4% |
| 6M | +3.0% | +148.5% | -145.5% | -2.4% |
| YTD | +29.4% | +363.3% | -333.9% | +17.3% |
| 1Y | +62.8% | +462.0% | -399.2% | +45.1% |
| 3Y | -6.4% | +26.9% | -33.4% | -12.7% |
| 5Y | +103.6% | -69.6% | +173.2% | +81.5% |
| All | +103.6% | -70.5% | +174.1% | +81.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling