+987.9%
MRNA vs MUB
+0.1%
+987.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +0.4% | +12.7% | +10.0% |
| 7D | +20.6% | +0.6% | +20.1% | +16.2% |
| 30D | +27.1% | +3.2% | +23.9% | -1.2% |
| 3M | +353.4% | -1.1% | +354.4% | +482.6% |
| 6M | +446.3% | -1.1% | +447.4% | +615.7% |
| YTD | +776.2% | -0.5% | +776.6% | +985.5% |
| 1Y | +987.9% | 0.0% | +988.0% | +1,181.0% |
| All | +987.9% | +0.1% | +987.8% | +1,181.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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