+499.5%
MRNA vs XYL
-23.4%
+522.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.0% | -0.2% | 0.0% |
| 7D | +5.5% | -5.0% | +10.5% | +11.3% |
| 30D | +158.7% | -13.2% | +171.9% | +195.4% |
| 3M | +182.1% | -3.7% | +185.8% | +197.0% |
| 6M | +151.8% | -17.7% | +169.5% | +198.5% |
| YTD | +393.6% | -21.5% | +415.1% | +487.5% |
| 1Y | +499.5% | -24.5% | +524.0% | +609.7% |
| All | +499.5% | -23.4% | +522.8% | +609.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 XYL 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