+36.1%
MRNA vs BHP
+71.6%
-35.5%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.2% | +5.6% | +5.6% |
| 7D | -1.1% | -3.6% | +2.5% | +1.4% |
| 30D | +126.1% | -1.2% | +127.3% | +130.5% |
| 3M | +190.0% | +1.2% | +188.8% | +191.2% |
| 6M | +157.2% | +21.4% | +135.8% | +133.6% |
| YTD | +388.2% | +50.4% | +337.8% | +298.7% |
| 1Y | +467.0% | +67.5% | +399.5% | +337.9% |
| 3Y | +36.1% | +72.8% | -36.7% | +1.2% |
| All | +36.1% | +71.6% | -35.5% | +1.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling