+12.3%
XLI vs MRNA
+945.0%
-932.7%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +13.1% | -14.2% | -1.1% |
| 7D | +0.6% | +20.6% | -20.1% | +0.5% |
| 30D | -0.4% | +27.1% | -27.5% | -0.5% |
| 3M | -8.8% | +353.4% | -362.2% | -10.4% |
| 6M | -0.4% | +446.3% | -446.6% | -4.8% |
| YTD | +10.1% | +776.2% | -766.0% | -0.1% |
| 1Y | +12.3% | +987.9% | -975.6% | -1.8% |
| All | +12.3% | +945.0% | -932.7% | -1.8% |
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