+674.0%
MRNA vs XHB
+204.0%
+470.0%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.6% | +3.8% | +4.7% |
| 7D | -1.1% | -4.6% | +3.6% | +1.0% |
| 30D | +126.1% | -9.1% | +135.2% | +137.5% |
| 3M | +190.0% | -8.6% | +198.6% | +203.2% |
| 6M | +157.2% | -4.0% | +161.3% | +163.7% |
| YTD | +388.2% | -3.9% | +392.1% | +400.2% |
| 1Y | +467.0% | -16.5% | +483.5% | +511.4% |
| 3Y | +36.1% | +22.6% | +13.5% | +32.1% |
| 5Y | -68.0% | +33.9% | -101.9% | -71.2% |
| All | +674.0% | +204.0% | +470.0% | +526.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling