+634.5%
MRNA vs HUBB
+390.7%
+243.8%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.9% |
| 7D | -8.2% | -1.7% | -6.5% | -7.8% |
| 30D | +125.6% | -12.7% | +138.2% | +133.5% |
| 3M | +197.1% | -2.9% | +200.0% | +195.8% |
| 6M | +148.5% | -4.8% | +153.3% | +148.2% |
| YTD | +363.3% | +2.8% | +360.5% | +353.7% |
| 1Y | +462.0% | +3.5% | +458.5% | +448.8% |
| 3Y | +26.9% | +43.5% | -16.6% | +14.6% |
| 5Y | -69.6% | +154.2% | -223.8% | -75.3% |
| All | +634.5% | +390.7% | +243.8% | +348.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling