+1.5%
HON vs MRNA
-67.9%
+69.3%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.4% | -5.3% | 0.0% |
| 7D | -3.5% | -1.1% | -2.4% | -3.4% |
| 30D | -13.8% | +126.1% | -139.9% | -17.2% |
| 3M | -11.7% | +190.0% | -201.7% | -17.3% |
| 6M | -18.7% | +157.2% | -176.0% | -23.4% |
| YTD | +0.2% | +388.2% | -388.0% | -10.7% |
| 1Y | -3.1% | +467.0% | -470.1% | -15.1% |
| 3Y | +17.0% | +36.1% | -19.1% | +10.3% |
| All | +1.5% | -67.9% | +69.3% | -4.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling