+987.9%
MRNA vs MXL
+276.5%
+711.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -11.1% | +24.2% | +12.9% |
| 7D | +20.6% | -24.3% | +45.0% | +20.3% |
| 30D | +27.1% | -46.1% | +73.3% | +25.3% |
| 3M | +353.4% | -21.8% | +375.2% | +354.6% |
| 6M | +446.3% | -27.2% | +473.5% | +445.1% |
| YTD | +776.2% | +226.2% | +550.0% | +592.6% |
| 1Y | +987.9% | +297.0% | +690.9% | +703.4% |
| All | +987.9% | +276.5% | +711.4% | +703.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MXL.
Daily Out/Under-Performance
Portfolio return minus MXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MXL 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 MXL 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