+674.0%
MRNA vs DHI
+305.4%
+368.6%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.7% | +3.7% | +4.9% |
| 7D | -1.1% | -3.4% | +2.3% | -0.1% |
| 30D | +126.1% | -5.4% | +131.6% | +132.2% |
| 3M | +190.0% | -10.4% | +200.5% | +200.9% |
| 6M | +157.2% | -2.8% | +160.0% | +161.7% |
| YTD | +388.2% | -3.4% | +391.6% | +396.3% |
| 1Y | +467.0% | -22.9% | +489.9% | +503.6% |
| 3Y | +36.1% | +20.7% | +15.4% | +31.3% |
| 5Y | -68.0% | +62.1% | -130.1% | -71.7% |
| All | +674.0% | +305.4% | +368.6% | +558.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 all: compounded portfolio wealth divided by compounded DHI 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…
all analysis · Full analysis span regression · 6 months rolling