+143.3%
MRNA vs XRT
+3.5%
+139.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.6% | -1.7% | +0.6% |
| 7D | -10.1% | -2.4% | -7.7% | -4.7% |
| 30D | +126.7% | -6.9% | +133.7% | +163.2% |
| 3M | +184.1% | -0.4% | +184.5% | +209.6% |
| 6M | +143.3% | +2.2% | +141.1% | +154.0% |
| All | +143.3% | +3.5% | +139.8% | +154.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling