+237.0%
HOOD vs MRNA
-60.0%
+297.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.6% | -0.3% | -3.3% |
| 7D | +13.4% | -9.0% | +22.4% | +15.1% |
| 30D | +25.8% | +137.2% | -111.4% | -7.2% |
| 3M | +38.0% | +194.8% | -156.8% | -6.0% |
| 6M | +52.2% | +167.2% | -115.0% | +6.9% |
| YTD | +3.7% | +375.9% | -372.1% | -40.7% |
| 1Y | +0.1% | +465.2% | -465.1% | -47.0% |
| 3Y | +992.6% | +30.4% | +962.2% | +742.6% |
| 5Y | +193.0% | -66.8% | +259.8% | +255.6% |
| All | +237.0% | -60.0% | +297.0% | +233.3% |
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