+49.9%
XLE vs MRNA
+945.0%
-895.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +13.1% | -17.8% | -4.6% |
| 7D | -7.2% | +20.6% | -27.8% | -7.0% |
| 30D | +0.1% | +27.1% | -27.0% | +0.4% |
| 3M | +9.2% | +353.4% | -344.2% | +11.4% |
| 6M | +8.4% | +446.3% | -437.9% | +10.7% |
| YTD | +44.9% | +776.2% | -731.3% | +44.5% |
| 1Y | +49.9% | +987.9% | -938.1% | +46.0% |
| All | +49.9% | +945.0% | -895.2% | +46.0% |
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