+380.3%
HWM vs MRNA
+27.9%
+352.4%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.8% | -2.0% |
| 7D | -12.5% | -8.2% | -4.3% | -12.4% |
| 30D | -19.0% | +125.6% | -144.5% | -19.9% |
| 3M | -8.6% | +197.1% | -205.7% | -11.5% |
| 6M | -10.2% | +148.5% | -158.6% | -12.3% |
| YTD | +11.3% | +363.3% | -351.9% | +4.4% |
| 1Y | +24.3% | +462.0% | -437.7% | +14.7% |
| All | +380.3% | +27.9% | +352.4% | +382.0% |
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