-65.7%
MRNA vs HUBB
+157.3%
-223.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.8% | +3.6% | +4.7% |
| 7D | -1.1% | -0.1% | -1.0% | -1.0% |
| 30D | +126.1% | -10.0% | +136.1% | +135.7% |
| 3M | +190.0% | -1.6% | +191.6% | +185.9% |
| 6M | +157.2% | -3.1% | +160.3% | +153.8% |
| YTD | +388.2% | +4.6% | +383.6% | +365.3% |
| 1Y | +467.0% | +3.3% | +463.7% | +442.0% |
| 3Y | +36.1% | +46.6% | -10.5% | +9.6% |
| All | -65.7% | +157.3% | -223.0% | -82.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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