+674.0%
MRNA vs HRB
+121.4%
+552.6%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.5% | +4.8% | +5.3% |
| 7D | -1.1% | -8.0% | +6.9% | -0.6% |
| 30D | +126.1% | -16.0% | +142.1% | +128.0% |
| 3M | +190.0% | +26.9% | +163.2% | +190.0% |
| 6M | +157.2% | +51.1% | +106.1% | +156.3% |
| YTD | +388.2% | +7.1% | +381.1% | +389.1% |
| 1Y | +467.0% | -9.6% | +476.7% | +470.2% |
| 3Y | +36.1% | +25.4% | +10.7% | +37.8% |
| 5Y | -68.0% | +114.9% | -182.9% | -65.2% |
| All | +674.0% | +121.4% | +552.6% | +823.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling