-69.6%
MRNA vs ALHC
-31.9%
-37.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.8% | +0.9% |
| 7D | -8.2% | -5.8% | -2.4% | -7.8% |
| 30D | +125.6% | -3.3% | +128.9% | +125.7% |
| 3M | +197.1% | -37.9% | +235.0% | +211.0% |
| 6M | +148.5% | -29.5% | +178.0% | +155.5% |
| YTD | +363.3% | -35.4% | +398.7% | +379.7% |
| 1Y | +462.0% | -22.4% | +484.4% | +473.0% |
| 3Y | +26.9% | +146.3% | -119.4% | +6.6% |
| 5Y | -69.6% | -32.0% | -37.6% | -80.5% |
| All | -69.6% | -31.9% | -37.7% | -80.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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