+79.4%
XEL vs MRNA
+554.4%
-475.0%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.4% | -5.3% | +0.1% |
| 7D | -0.3% | -1.1% | +0.8% | -0.3% |
| 30D | -3.9% | +126.1% | -130.1% | -5.8% |
| 3M | -2.8% | +190.0% | -192.8% | -5.3% |
| 6M | -5.4% | +157.2% | -162.6% | -7.7% |
| YTD | +3.8% | +388.2% | -384.4% | -0.4% |
| 1Y | +6.8% | +467.0% | -460.2% | +2.1% |
| 3Y | +45.6% | +36.1% | +9.5% | +42.4% |
| 5Y | +30.7% | -68.0% | +98.7% | +29.7% |
| All | +79.4% | +554.4% | -475.0% | +69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 10y: compounded portfolio wealth divided by compounded MRNA 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…
10y analysis · Full analysis span regression · 6 months rolling