+924.9%
MRNA vs EQH
+12.7%
+912.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -5.7% | -0.8% | -5.7% |
| 7D | +8.4% | -3.1% | +11.5% | +9.1% |
| 30D | +28.8% | -2.9% | +31.7% | +29.6% |
| 3M | +329.2% | +3.1% | +326.1% | +329.2% |
| 6M | +416.9% | +21.8% | +395.1% | +379.0% |
| YTD | +718.8% | +13.3% | +705.4% | +655.4% |
| 1Y | +924.9% | +20.1% | +904.7% | +796.4% |
| All | +924.9% | +12.7% | +912.1% | +796.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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