+40.0%
HLT vs MRNA
+909.7%
-869.6%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.5% | +4.7% | -1.7% |
| 7D | +3.6% | +8.4% | -4.8% | +3.4% |
| 30D | +14.6% | +28.8% | -14.2% | +14.0% |
| 3M | +13.9% | +329.2% | -315.3% | +8.8% |
| 6M | +18.3% | +416.9% | -398.6% | +11.3% |
| YTD | +28.9% | +718.8% | -689.9% | +15.1% |
| 1Y | +40.0% | +924.9% | -884.8% | +20.1% |
| All | +40.0% | +909.7% | -869.6% | +20.1% |
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