-1.6%
XLY vs MRNA
+909.7%
-911.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -6.5% | +2.7% | -3.7% |
| 7D | +1.2% | +8.4% | -7.2% | +1.1% |
| 30D | +5.3% | +28.8% | -23.5% | +4.7% |
| 3M | -0.6% | +329.2% | -329.8% | -5.8% |
| 6M | +0.1% | +416.9% | -416.9% | -7.5% |
| YTD | -0.9% | +718.8% | -719.7% | -11.6% |
| 1Y | -1.6% | +924.9% | -926.5% | -15.9% |
| All | -1.6% | +909.7% | -911.3% | -15.9% |
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