+29.1%
MRNA vs EXR
+22.1%
+7.0%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.4% |
| 7D | -8.2% | -3.2% | -5.0% | -6.5% |
| 30D | +125.6% | -6.9% | +132.4% | +135.4% |
| 3M | +197.1% | -7.8% | +204.9% | +209.9% |
| 6M | +148.5% | -4.9% | +153.4% | +154.1% |
| YTD | +363.3% | +7.2% | +356.1% | +343.7% |
| 1Y | +462.0% | -1.5% | +463.5% | +460.7% |
| All | +29.1% | +22.1% | +7.0% | +25.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling