+43.4%
XLK vs MRNA
+511.3%
-467.9%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +2.9% | +0.7% |
| 7D | +0.9% | +5.5% | -4.6% | +0.8% |
| 30D | +0.7% | +158.7% | -158.0% | -1.5% |
| 3M | -2.9% | +182.1% | -185.1% | -6.7% |
| 6M | +34.3% | +151.8% | -117.6% | +29.7% |
| YTD | +30.4% | +393.6% | -363.2% | +20.0% |
| 1Y | +43.4% | +499.5% | -456.1% | +30.2% |
| All | +43.4% | +511.3% | -467.9% | +30.2% |
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