-65.7%
MRNA vs EXR
-10.8%
-54.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.9% | +4.5% | +4.9% |
| 7D | -1.1% | -1.2% | +0.1% | -0.5% |
| 30D | +126.1% | -6.2% | +132.3% | +134.2% |
| 3M | +190.0% | -7.4% | +197.4% | +200.8% |
| 6M | +157.2% | -0.5% | +157.8% | +157.0% |
| YTD | +388.2% | +8.1% | +380.1% | +367.7% |
| 1Y | +467.0% | -2.9% | +469.9% | +470.6% |
| 3Y | +36.1% | +22.9% | +13.1% | +22.2% |
| All | -65.7% | -10.8% | -54.9% | -66.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling