-65.7%
MRNA vs HDB
-34.5%
-31.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +6.9% | -1.5% | +1.9% |
| 7D | -1.1% | +0.7% | -1.8% | -1.4% |
| 30D | +126.1% | +1.0% | +125.1% | +124.9% |
| 3M | +190.0% | -2.0% | +192.0% | +192.2% |
| 6M | +157.2% | -18.1% | +175.3% | +182.3% |
| YTD | +388.2% | -36.1% | +424.3% | +503.7% |
| 1Y | +467.0% | -34.0% | +501.1% | +588.0% |
| 3Y | +36.1% | -26.7% | +62.8% | +51.9% |
| All | -65.7% | -34.5% | -31.2% | -64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 5y: compounded portfolio wealth divided by compounded HDB 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…
5y analysis · Full analysis span regression · 6 months rolling