+987.9%
MRNA vs HALO
+92.7%
+895.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +1.3% | +11.8% | +11.9% |
| 7D | +20.6% | +0.2% | +20.4% | +20.5% |
| 30D | +27.1% | +20.3% | +6.8% | +8.4% |
| 3M | +353.4% | +56.6% | +296.8% | +237.8% |
| 6M | +446.3% | +101.9% | +344.4% | +253.3% |
| YTD | +776.2% | +93.7% | +682.5% | +445.3% |
| 1Y | +987.9% | +91.5% | +896.4% | +581.1% |
| All | +987.9% | +92.7% | +895.2% | +581.1% |
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