+924.9%
MRNA vs XLRE
+11.7%
+913.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.8% | -4.7% | -3.9% |
| 7D | +8.4% | +2.9% | +5.5% | +4.8% |
| 30D | +28.8% | +7.8% | +21.0% | +15.9% |
| 3M | +329.2% | -1.2% | +330.4% | +339.0% |
| 6M | +416.9% | +2.0% | +414.9% | +409.4% |
| YTD | +718.8% | +12.4% | +706.4% | +562.7% |
| 1Y | +924.9% | +12.1% | +912.8% | +743.9% |
| All | +924.9% | +11.7% | +913.2% | +743.9% |
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