+499.5%
MRNA vs HBM
+123.0%
+376.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.8% |
| 7D | +5.5% | -6.4% | +11.8% | +8.1% |
| 30D | +158.7% | +5.9% | +152.8% | +155.3% |
| 3M | +182.1% | -8.9% | +191.0% | +185.9% |
| 6M | +151.8% | +10.7% | +141.1% | +138.5% |
| YTD | +393.6% | +38.3% | +355.3% | +331.0% |
| 1Y | +499.5% | +121.3% | +378.1% | +342.6% |
| All | +499.5% | +123.0% | +376.5% | +342.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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