+499.5%
MRNA vs HALO
+47.3%
+452.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.8% |
| 7D | +5.5% | +4.6% | +0.9% | +1.6% |
| 30D | +158.7% | +31.8% | +126.9% | +126.5% |
| 3M | +182.1% | +53.9% | +128.2% | +129.8% |
| 6M | +151.8% | +57.4% | +94.4% | +102.1% |
| YTD | +393.6% | +63.7% | +329.8% | +278.1% |
| 1Y | +499.5% | +50.1% | +449.3% | +397.7% |
| All | +499.5% | +47.3% | +452.2% | +397.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 HALO 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