+79.2%
XEL vs MRNA
+521.0%
-441.8%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.8% | -1.0% |
| 7D | -1.2% | -8.2% | +7.0% | -1.1% |
| 30D | -2.9% | +125.6% | -128.5% | -4.8% |
| 3M | -2.7% | +197.1% | -199.8% | -5.3% |
| 6M | -6.5% | +148.5% | -155.0% | -8.7% |
| YTD | +3.6% | +363.3% | -359.6% | -0.4% |
| 1Y | +7.5% | +462.0% | -454.5% | +2.7% |
| 3Y | +46.3% | +26.9% | +19.4% | +43.3% |
| 5Y | +30.5% | -69.6% | +100.1% | +29.6% |
| All | +79.2% | +521.0% | -441.8% | +69.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling