+499.5%
MRNA vs PH
+30.5%
+469.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.2% |
| 7D | +5.5% | -3.1% | +8.5% | +5.9% |
| 30D | +158.7% | -3.2% | +162.0% | +153.7% |
| 3M | +182.1% | +10.6% | +171.5% | +147.8% |
| 6M | +151.8% | -2.1% | +154.0% | +143.7% |
| YTD | +393.6% | +10.2% | +383.4% | +326.4% |
| 1Y | +499.5% | +28.2% | +471.2% | +383.5% |
| All | +499.5% | +30.5% | +469.0% | +383.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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