+514.3%
MRNA vs XLRE
+5.2%
+509.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.7% | +2.6% | +2.9% |
| 7D | +0.8% | -1.8% | +2.6% | +3.7% |
| 30D | +131.7% | -4.7% | +136.4% | +148.7% |
| 3M | +193.9% | -4.1% | +198.0% | +212.6% |
| 6M | +179.1% | +3.6% | +175.4% | +164.6% |
| YTD | +397.4% | +8.5% | +388.9% | +328.9% |
| All | +514.3% | +5.2% | +509.1% | +460.8% |
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