+36.1%
MRNA vs EQH
+100.2%
-64.2%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.4% | +4.0% | +4.8% |
| 7D | -1.1% | +0.7% | -1.8% | -1.3% |
| 30D | +126.1% | +2.8% | +123.3% | +123.2% |
| 3M | +190.0% | +23.1% | +166.9% | +161.6% |
| 6M | +157.2% | +41.4% | +115.8% | +115.3% |
| YTD | +388.2% | +14.3% | +373.9% | +350.0% |
| 1Y | +467.0% | +1.6% | +465.4% | +452.8% |
| 3Y | +36.1% | +102.7% | -66.6% | -8.8% |
| All | +36.1% | +100.2% | -64.2% | -8.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling