-65.7%
MRNA vs XHB
+33.0%
-98.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.6% | +3.8% | +4.0% |
| 7D | -1.1% | -4.6% | +3.6% | +3.0% |
| 30D | +126.1% | -9.1% | +135.2% | +148.3% |
| 3M | +190.0% | -8.6% | +198.6% | +214.6% |
| 6M | +157.2% | -4.0% | +161.3% | +167.7% |
| YTD | +388.2% | -3.9% | +392.1% | +405.6% |
| 1Y | +467.0% | -16.5% | +483.5% | +553.4% |
| 3Y | +36.1% | +22.6% | +13.5% | +15.4% |
| All | -65.7% | +33.0% | -98.7% | -77.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling