+44.9%
HAL vs MRNA
+537.9%
-492.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.6% | +2.9% | -0.7% |
| 7D | +0.5% | -9.0% | +9.5% | +0.7% |
| 30D | +15.9% | +137.2% | -121.2% | +11.5% |
| 3M | -8.7% | +194.8% | -203.5% | -13.2% |
| 6M | +9.0% | +167.2% | -158.2% | +3.9% |
| YTD | +32.0% | +375.9% | -343.8% | +22.6% |
| 1Y | +72.5% | +465.2% | -392.7% | +58.6% |
| 3Y | -4.5% | +30.4% | -34.9% | -9.5% |
| 5Y | +109.7% | -66.8% | +176.5% | +101.0% |
| All | +44.9% | +537.9% | -492.9% | +23.1% |
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