+499.5%
MRNA vs HIG
+5.1%
+494.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.1% | -3.2% |
| 7D | +5.5% | +0.3% | +5.2% | +5.8% |
| 30D | +158.7% | -3.2% | +162.0% | +158.8% |
| 3M | +182.1% | +9.1% | +173.0% | +190.4% |
| 6M | +151.8% | -1.8% | +153.6% | +152.0% |
| YTD | +393.6% | +1.8% | +391.8% | +406.0% |
| 1Y | +499.5% | +4.6% | +494.9% | +513.7% |
| All | +499.5% | +5.1% | +494.4% | +513.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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