+654.5%
MRNA vs EXR
+86.7%
+567.8%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.1% | -3.5% | -3.6% |
| 7D | -9.0% | -0.7% | -8.4% | -8.8% |
| 30D | +137.2% | -6.9% | +144.1% | +143.7% |
| 3M | +194.8% | -3.0% | +197.8% | +197.4% |
| 6M | +167.2% | -2.9% | +170.1% | +169.2% |
| YTD | +375.9% | +9.3% | +366.6% | +360.4% |
| 1Y | +465.2% | -0.9% | +466.1% | +464.3% |
| 3Y | +30.4% | +24.7% | +5.7% | +21.8% |
| 5Y | -66.8% | -11.7% | -55.1% | -66.2% |
| All | +654.5% | +86.7% | +567.8% | +540.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling