+987.9%
MRNA vs HRB
+16.9%
+971.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +4.4% | +8.7% | +12.3% |
| 7D | +20.6% | +16.0% | +4.6% | +17.9% |
| 30D | +27.1% | +32.1% | -4.9% | +20.5% |
| 3M | +353.4% | +21.5% | +331.9% | +347.0% |
| 6M | +446.3% | +82.1% | +364.2% | +440.5% |
| YTD | +776.2% | +31.6% | +744.6% | +774.1% |
| 1Y | +987.9% | +15.9% | +972.0% | +1,056.6% |
| All | +987.9% | +16.9% | +971.0% | +1,056.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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