+987.9%
MRNA vs XRT
+18.0%
+969.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +5.5% | +7.6% | +3.5% |
| 7D | +20.6% | +8.0% | +12.6% | +5.5% |
| 30D | +27.1% | +13.0% | +14.1% | +0.5% |
| 3M | +353.4% | +1.7% | +351.7% | +329.8% |
| 6M | +446.3% | +12.6% | +433.7% | +364.0% |
| YTD | +776.2% | +10.7% | +765.5% | +653.2% |
| 1Y | +987.9% | +18.4% | +969.5% | +782.9% |
| All | +987.9% | +18.0% | +969.9% | +782.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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