+467.0%
MRNA vs EXR
-0.7%
+467.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.9% | +4.5% | +4.9% |
| 7D | -1.1% | -1.2% | +0.1% | -0.4% |
| 30D | +126.1% | -6.2% | +132.3% | +134.9% |
| 3M | +190.0% | -7.4% | +197.4% | +202.2% |
| 6M | +157.2% | -0.5% | +157.8% | +158.0% |
| YTD | +388.2% | +8.1% | +380.1% | +378.2% |
| 1Y | +467.0% | -2.9% | +469.9% | +444.6% |
| All | +467.0% | -0.7% | +467.7% | +444.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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