+499.5%
MRNA vs XHB
-9.3%
+508.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.0% | -3.2% | -3.3% |
| 7D | +5.5% | -1.3% | +6.8% | +6.7% |
| 30D | +158.7% | -6.9% | +165.6% | +180.0% |
| 3M | +182.1% | -1.3% | +183.4% | +192.5% |
| 6M | +151.8% | -6.8% | +158.6% | +171.8% |
| YTD | +393.6% | +0.7% | +392.8% | +399.7% |
| 1Y | +499.5% | -11.2% | +510.7% | +613.7% |
| All | +499.5% | -9.3% | +508.7% | +613.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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