+751.7%
HL vs MRNA
+554.4%
+197.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.4% | -6.6% | -1.7% |
| 7D | -4.4% | -1.1% | -3.3% | -4.3% |
| 30D | +9.3% | +126.1% | -116.8% | -6.0% |
| 3M | +32.0% | +190.0% | -158.0% | +10.2% |
| 6M | -6.4% | +157.2% | -163.7% | -21.0% |
| YTD | +3.1% | +388.2% | -385.1% | -18.1% |
| 1Y | +77.6% | +467.0% | -389.5% | +38.9% |
| 3Y | +392.8% | +36.1% | +356.7% | +320.1% |
| 5Y | +234.1% | -68.0% | +302.1% | +200.3% |
| All | +751.7% | +554.4% | +197.3% | +492.5% |
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