-65.7%
MRNA vs HST
+74.5%
-140.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.5% | +4.9% | +5.1% |
| 7D | -1.1% | +0.9% | -1.9% | -1.6% |
| 30D | +126.1% | -2.5% | +128.6% | +130.2% |
| 3M | +190.0% | -5.1% | +195.2% | +198.5% |
| 6M | +157.2% | +21.6% | +135.6% | +131.2% |
| YTD | +388.2% | +31.6% | +356.6% | +321.3% |
| 1Y | +467.0% | +36.1% | +430.9% | +380.6% |
| 3Y | +36.1% | +66.5% | -30.4% | +7.4% |
| All | -65.7% | +74.5% | -140.2% | -72.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 5y: compounded portfolio wealth divided by compounded HST 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…
5y analysis · Full analysis span regression · 6 months rolling