+634.5%
MRNA vs HBM
+444.9%
+189.6%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -7.5% | +8.3% | +2.0% |
| 7D | -8.2% | -3.7% | -4.5% | -7.8% |
| 30D | +125.6% | -3.7% | +129.2% | +127.1% |
| 3M | +197.1% | +8.0% | +189.1% | +193.0% |
| 6M | +148.5% | +15.8% | +132.7% | +141.4% |
| YTD | +363.3% | +34.4% | +328.9% | +339.5% |
| 1Y | +462.0% | +98.2% | +363.8% | +406.0% |
| 3Y | +26.9% | +476.6% | -449.7% | -0.7% |
| 5Y | -69.6% | +331.1% | -400.7% | -76.2% |
| All | +634.5% | +444.9% | +189.6% | +436.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling