+289.4%
HPE vs MRNA
+34.8%
+254.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +5.4% | +7.1% | +12.3% |
| 7D | +19.4% | -1.1% | +20.5% | +19.4% |
| 30D | +5.6% | +126.1% | -120.5% | +1.6% |
| 3M | +33.1% | +190.0% | -157.0% | +22.0% |
| 6M | +192.5% | +157.2% | +35.2% | +172.1% |
| YTD | +160.9% | +388.2% | -227.3% | +117.2% |
| 1Y | +155.0% | +467.0% | -312.1% | +105.3% |
| 3Y | +289.4% | +36.1% | +253.3% | +258.8% |
| All | +289.4% | +34.8% | +254.6% | +258.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling