-4.6%
HD vs MRNA
+945.0%
-949.6%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +13.1% | -6.6% | +6.3% |
| 7D | +11.9% | +20.6% | -8.7% | +11.5% |
| 30D | +26.4% | +27.1% | -0.7% | +25.7% |
| 3M | +2.8% | +353.4% | -350.6% | -2.1% |
| 6M | +15.5% | +446.3% | -430.8% | +7.9% |
| YTD | +5.5% | +776.2% | -770.6% | -5.0% |
| 1Y | -4.6% | +987.9% | -992.5% | -18.1% |
| All | -4.6% | +945.0% | -949.6% | -18.1% |
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 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