+36.1%
MRNA vs HALO
+178.1%
-142.0%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.2% | +5.3% |
| 7D | -1.1% | -2.7% | +1.6% | +0.1% |
| 30D | +126.1% | +5.3% | +120.8% | +124.1% |
| 3M | +190.0% | +51.6% | +138.5% | +155.4% |
| 6M | +157.2% | +61.3% | +96.0% | +122.2% |
| YTD | +388.2% | +59.3% | +328.9% | +321.6% |
| 1Y | +467.0% | +38.3% | +428.8% | +408.8% |
| 3Y | +36.1% | +185.9% | -149.8% | -10.6% |
| All | +36.1% | +178.1% | -142.0% | -10.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling