+499.5%
MRNA vs BHP
+65.8%
+433.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.5% | +0.2% | +0.5% |
| 7D | +5.5% | -5.0% | +10.4% | +11.3% |
| 30D | +158.7% | +1.2% | +157.6% | +161.2% |
| 3M | +182.1% | +1.8% | +180.3% | +182.4% |
| 6M | +151.8% | +18.0% | +133.8% | +130.4% |
| YTD | +393.6% | +52.7% | +340.8% | +302.9% |
| 1Y | +499.5% | +66.0% | +433.5% | +372.4% |
| All | +499.5% | +65.8% | +433.7% | +372.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 1y: compounded portfolio wealth divided by compounded BHP 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…
1y analysis · Full analysis span regression · 6 months rolling