+674.0%
MRNA vs EQH
+266.4%
+407.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.4% | +4.0% | +5.1% |
| 7D | -1.1% | +0.7% | -1.8% | -1.2% |
| 30D | +126.1% | +2.8% | +123.3% | +124.8% |
| 3M | +190.0% | +23.1% | +166.9% | +178.5% |
| 6M | +157.2% | +41.4% | +115.8% | +140.4% |
| YTD | +388.2% | +14.3% | +373.9% | +372.9% |
| 1Y | +467.0% | +1.6% | +465.4% | +459.9% |
| 3Y | +36.1% | +102.7% | -66.6% | +23.4% |
| 5Y | -68.0% | +104.5% | -172.5% | -71.0% |
| All | +674.0% | +266.4% | +407.7% | +468.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling