+77.6%
HL vs MRNA
+485.7%
-408.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.4% | -6.6% | -1.8% |
| 7D | -4.4% | -1.1% | -3.3% | -4.3% |
| 30D | +9.3% | +126.1% | -116.8% | -8.6% |
| 3M | +32.0% | +190.0% | -158.0% | -0.3% |
| 6M | -6.4% | +157.2% | -163.7% | -26.9% |
| YTD | +3.1% | +388.2% | -385.1% | -34.1% |
| 1Y | +77.6% | +467.0% | -389.5% | +8.3% |
| All | +77.6% | +485.7% | -408.2% | +8.3% |
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