-19.8%
HD vs MRNA
+511.3%
-531.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.2% | +1.0% |
| 7D | -2.1% | +5.5% | -7.5% | -2.2% |
| 30D | -8.4% | +158.7% | -167.1% | -11.7% |
| 3M | +4.3% | +182.1% | -177.8% | -0.3% |
| 6M | -11.1% | +151.8% | -162.9% | -14.7% |
| YTD | -4.7% | +393.6% | -398.2% | -11.5% |
| 1Y | -19.8% | +499.5% | -519.3% | -26.7% |
| All | -19.8% | +511.3% | -531.1% | -26.7% |
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