+223.3%
HOOD vs MRNA
-58.9%
+282.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.4% | -6.1% | -1.5% |
| 7D | -7.8% | -1.1% | -6.7% | -7.7% |
| 30D | +18.6% | +126.1% | -107.5% | -10.6% |
| 3M | +22.1% | +190.0% | -168.0% | -16.0% |
| 6M | +43.1% | +157.2% | -114.2% | +2.2% |
| YTD | -0.5% | +388.2% | -388.7% | -43.3% |
| 1Y | -4.4% | +467.0% | -471.4% | -49.2% |
| 3Y | +938.5% | +36.1% | +902.4% | +691.8% |
| 5Y | +173.4% | -68.0% | +241.4% | +248.7% |
| All | +223.3% | -58.9% | +282.2% | +218.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling