+674.0%
MRNA vs HIG
+281.8%
+392.3%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.3% | +5.7% | +5.3% |
| 7D | -1.1% | -1.5% | +0.4% | -1.2% |
| 30D | +126.1% | -0.4% | +126.5% | +126.2% |
| 3M | +190.0% | +6.7% | +183.4% | +191.4% |
| 6M | +157.2% | +2.0% | +155.3% | +157.9% |
| YTD | +388.2% | +0.3% | +387.9% | +389.2% |
| 1Y | +467.0% | +4.2% | +462.8% | +469.6% |
| 3Y | +36.1% | +102.2% | -66.2% | +44.8% |
| 5Y | -68.0% | +118.5% | -186.5% | -65.6% |
| All | +674.0% | +281.8% | +392.3% | +793.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling