+20.7%
XLK vs MRNA
+945.0%
-924.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +13.1% | -13.1% | -0.1% |
| 7D | -7.6% | +20.6% | -28.2% | -7.8% |
| 30D | -12.2% | +27.1% | -39.3% | -12.4% |
| 3M | -5.5% | +353.4% | -358.8% | -7.8% |
| 6M | +9.2% | +446.3% | -437.1% | +3.1% |
| YTD | +23.0% | +776.2% | -753.1% | +10.6% |
| 1Y | +20.7% | +987.9% | -967.2% | +4.7% |
| All | +20.7% | +945.0% | -924.3% | +4.7% |
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