+125.5%
HD vs MRNA
+561.6%
-436.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -13.6% |
| 3M | +4.3% | +182.1% | -177.8% | -2.2% |
| 6M | -11.1% | +151.8% | -162.9% | -16.4% |
| YTD | -4.7% | +393.6% | -398.2% | -13.4% |
| 1Y | -19.8% | +499.5% | -519.3% | -28.0% |
| 3Y | +4.1% | +29.3% | -25.2% | -1.9% |
| 5Y | +10.3% | -65.1% | +75.4% | +4.8% |
| All | +125.5% | +561.6% | -436.1% | +115.2% |
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