+175.3%
HOOD vs MRNA
-70.5%
+245.8%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.4% | -1.8% |
| 7D | -9.1% | -8.2% | -0.9% | -8.0% |
| 30D | +20.1% | +125.6% | -105.5% | -7.4% |
| 3M | +31.2% | +197.1% | -165.8% | -7.5% |
| 6M | +44.3% | +148.5% | -104.2% | +7.2% |
| YTD | +0.2% | +363.3% | -363.1% | -39.0% |
| 1Y | -3.5% | +462.0% | -465.5% | -45.5% |
| 3Y | +955.2% | +26.9% | +928.3% | +736.8% |
| 5Y | +175.3% | -69.6% | +244.9% | +167.6% |
| All | +175.3% | -70.5% | +245.8% | +167.6% |
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