+499.5%
MRNA vs HUM
+31.0%
+468.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.0% | -2.0% |
| 7D | +5.5% | +4.2% | +1.3% | +4.7% |
| 30D | +158.7% | +10.4% | +148.4% | +152.7% |
| 3M | +182.1% | +15.1% | +167.1% | +172.1% |
| 6M | +151.8% | +120.9% | +30.9% | +101.6% |
| YTD | +393.6% | +57.9% | +335.6% | +321.6% |
| 1Y | +499.5% | +30.6% | +468.9% | +416.4% |
| All | +499.5% | +31.0% | +468.5% | +416.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 1y: compounded portfolio wealth divided by compounded HUM 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…
1y analysis · Full analysis span regression · 6 months rolling