-5.0%
MRNA vs HTZ
-93.2%
+88.2%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.6% | -0.9% | -3.0% |
| 7D | -12.1% | -8.5% | -3.6% | -10.9% |
| 30D | -1.3% | -18.9% | +17.6% | +1.6% |
| 3M | +250.9% | -36.0% | +287.0% | +273.8% |
| 6M | +343.0% | -74.6% | +417.6% | +418.4% |
| YTD | +657.4% | -70.8% | +728.3% | +756.5% |
| 1Y | +794.9% | -75.3% | +870.2% | +935.0% |
| 3Y | +218.1% | -81.6% | +299.7% | +249.0% |
| 5Y | -3.4% | -94.4% | +91.1% | +17.3% |
| All | -5.0% | -93.2% | +88.2% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 10y: compounded portfolio wealth divided by compounded HTZ 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…
10y analysis · Full analysis span regression · 6 months rolling