+629.1%
MRNA vs PH
+547.8%
+81.2%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.7% | -3.3% |
| 7D | -10.1% | 0.0% | -10.1% | -10.1% |
| 30D | +126.7% | -10.3% | +137.0% | +130.6% |
| 3M | +184.1% | +5.1% | +179.1% | +179.5% |
| 6M | +143.3% | +2.3% | +141.0% | +140.2% |
| YTD | +359.9% | +8.7% | +351.2% | +349.9% |
| 1Y | +454.2% | +26.8% | +427.4% | +428.7% |
| 3Y | +26.0% | +139.2% | -113.2% | +12.1% |
| 5Y | -70.3% | +251.1% | -321.4% | -74.4% |
| All | +629.1% | +547.8% | +81.2% | +468.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling