+51.0%
HPQ vs MRNA
-67.9%
+118.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +5.4% | +3.0% | +8.1% |
| 7D | +9.8% | -1.1% | +10.8% | +9.8% |
| 30D | +22.4% | +126.1% | -103.8% | +12.8% |
| 3M | +45.2% | +190.0% | -144.9% | +28.4% |
| 6M | +96.4% | +157.2% | -60.8% | +75.7% |
| YTD | +65.4% | +388.2% | -322.8% | +33.7% |
| 1Y | +31.6% | +467.0% | -435.5% | +3.1% |
| 3Y | +37.0% | +36.1% | +1.0% | +24.3% |
| All | +51.0% | -67.9% | +118.8% | +40.2% |
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