+13.6%
MRNA vs HTZ
-95.0%
+108.6%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.6% | +6.4% | +5.9% |
| 7D | +21.8% | -16.4% | +38.2% | +25.5% |
| 30D | +19.6% | -15.1% | +34.7% | +22.4% |
| 3M | +354.6% | -28.2% | +382.8% | +376.5% |
| 6M | +394.9% | -73.1% | +468.0% | +488.1% |
| YTD | +812.2% | -68.3% | +880.5% | +936.2% |
| 1Y | +996.2% | -75.2% | +1,071.4% | +1,197.8% |
| 3Y | +287.0% | -81.1% | +368.1% | +338.7% |
| 5Y | +13.6% | -95.0% | +108.6% | +64.7% |
| All | +13.6% | -95.0% | +108.6% | +64.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling