+499.5%
MRNA vs USHY
+4.6%
+494.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.0% |
| 7D | +5.5% | -0.1% | +5.6% | +6.5% |
| 30D | +158.7% | +0.1% | +158.6% | +162.1% |
| 3M | +182.1% | +0.8% | +181.3% | +174.1% |
| 6M | +151.8% | +1.7% | +150.1% | +139.2% |
| YTD | +393.6% | +2.5% | +391.1% | +344.4% |
| 1Y | +499.5% | +4.4% | +495.1% | +377.5% |
| All | +499.5% | +4.6% | +494.9% | +377.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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