+629.1%
MRNA vs XME
+357.4%
+271.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.7% | -3.1% |
| 7D | -10.1% | -0.2% | -9.9% | -10.0% |
| 30D | +126.7% | +1.4% | +125.3% | +127.2% |
| 3M | +184.1% | +2.7% | +181.4% | +183.4% |
| 6M | +143.3% | +6.5% | +136.8% | +139.9% |
| YTD | +359.9% | +15.2% | +344.7% | +345.0% |
| 1Y | +454.2% | +43.5% | +410.7% | +408.2% |
| 3Y | +26.0% | +135.9% | -109.9% | +3.8% |
| 5Y | -70.3% | +181.5% | -251.7% | -75.7% |
| All | +629.1% | +357.4% | +271.7% | +554.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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