+499.5%
MRNA vs XLRE
+9.1%
+490.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -1.1% |
| 7D | +5.5% | -1.2% | +6.7% | +7.5% |
| 30D | +158.7% | -2.8% | +161.5% | +170.0% |
| 3M | +182.1% | -0.2% | +182.3% | +183.1% |
| 6M | +151.8% | +1.9% | +149.9% | +146.3% |
| YTD | +393.6% | +10.6% | +383.0% | +309.2% |
| 1Y | +499.5% | +8.8% | +490.6% | +420.6% |
| All | +499.5% | +9.1% | +490.3% | +420.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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