+674.0%
MRNA vs JHX
+176.3%
+497.8%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.0% | +4.4% | +5.1% |
| 7D | -1.1% | -6.3% | +5.2% | +0.5% |
| 30D | +126.1% | -7.7% | +133.9% | +131.1% |
| 3M | +190.0% | +19.2% | +170.9% | +181.0% |
| 6M | +157.2% | +38.3% | +119.0% | +141.3% |
| YTD | +388.2% | +37.2% | +351.0% | +357.7% |
| 1Y | +467.0% | +42.3% | +424.8% | +426.5% |
| 3Y | +36.1% | -4.4% | +40.5% | +31.7% |
| 5Y | -68.0% | -26.4% | -41.6% | -69.3% |
| All | +674.0% | +176.3% | +497.8% | +451.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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