-5.8%
XLC vs MRNA
+945.0%
-950.8%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +13.1% | -9.6% | +3.3% |
| 7D | +1.8% | +20.6% | -18.9% | +1.5% |
| 30D | -6.0% | +27.1% | -33.1% | -6.3% |
| 3M | -6.0% | +353.4% | -359.4% | -8.5% |
| 6M | -9.1% | +446.3% | -455.3% | -12.8% |
| YTD | -10.0% | +776.2% | -786.2% | -15.7% |
| 1Y | -5.8% | +987.9% | -993.7% | -15.2% |
| All | -5.8% | +945.0% | -950.8% | -15.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling