+36.1%
MRNA vs HRB
+25.9%
+10.2%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.5% | +4.8% | +5.3% |
| 7D | -1.1% | -8.0% | +6.9% | +0.8% |
| 30D | +126.1% | -16.0% | +142.1% | +133.7% |
| 3M | +190.0% | +26.9% | +163.2% | +185.5% |
| 6M | +157.2% | +51.1% | +106.1% | +147.0% |
| YTD | +388.2% | +7.1% | +381.1% | +395.6% |
| 1Y | +467.0% | -9.6% | +476.7% | +497.1% |
| 3Y | +36.1% | +25.4% | +10.7% | +40.2% |
| All | +36.1% | +25.9% | +10.2% | +40.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling