+467.0%
MRNA vs HIG
+5.5%
+461.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.3% | +5.7% | +5.1% |
| 7D | -1.1% | -1.5% | +0.4% | -2.2% |
| 30D | +126.1% | -0.4% | +126.5% | +125.9% |
| 3M | +190.0% | +6.7% | +183.4% | +193.9% |
| 6M | +157.2% | +2.0% | +155.3% | +160.2% |
| YTD | +388.2% | +0.3% | +387.9% | +395.0% |
| 1Y | +467.0% | +4.2% | +462.8% | +473.9% |
| All | +467.0% | +5.5% | +461.5% | +473.9% |
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