+30.4%
MRNA vs HTZ
-86.1%
+116.5%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.0% | +1.4% | -2.8% |
| 7D | -9.0% | -2.5% | -6.6% | -8.7% |
| 30D | +137.2% | -3.7% | +140.9% | +138.1% |
| 3M | +194.8% | -57.0% | +251.8% | +219.1% |
| 6M | +167.2% | -47.0% | +214.2% | +177.7% |
| YTD | +375.9% | -57.5% | +433.3% | +408.7% |
| 1Y | +465.2% | -63.5% | +528.6% | +508.1% |
| 3Y | +30.4% | -86.3% | +116.7% | +57.9% |
| All | +30.4% | -86.1% | +116.5% | +57.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling