+22.7%
XLP vs MRNA
+755.5%
-732.8%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.4% | +4.9% | +1.4% |
| 7D | +2.5% | -12.1% | +14.6% | +2.6% |
| 30D | +7.3% | -1.3% | +8.6% | +7.3% |
| 3M | +8.1% | +250.9% | -242.8% | +7.2% |
| 6M | +10.5% | +343.0% | -332.5% | +10.0% |
| YTD | +21.2% | +657.4% | -636.3% | +20.3% |
| 1Y | +22.7% | +794.9% | -772.2% | +21.2% |
| All | +22.7% | +755.5% | -732.8% | +21.2% |
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